Nathan Morales, CFP®, AIF®, CSLP®
Financial Advisor
Nathan serves clients across the state of Michigan and has built lasting relationships with his clients as he helps them make financial decisions as every stage of life and enjoy the fruits of their labor. Nathan specializes in creating customized financial plans for families, individuals, and businesses. His strategy includes asset allocation reviews, retirement planning, and tax-conscious wealth management strategies to help meet his clients specific needs.
Nathan graduated from Hope College in Holland, MI with bachelor's degrees in Economics and Management. Nathan grew up in Grand Blanc, MI and just recently moved to Royal Oak with his fiancée. After spending 5 years building his practice from Grand Rapids, MI he continues to serve clients across Michigan.
Depending on the weather, you can find him spending most of his free time golfing, snowboarding, and watching his fantasy football team lose. He and his fiancée enjoy spending time in the outdoors looking for adventure. He also enjoys learning to cook new things and playing pick-up games in just about every sport.
Professional Credentials Include:
- Series 7 General Securities Registered Representative, registered in MI
- Series 63 Uniform Securities ACT 63
- Series 65 Investment Advisor Representative, registered in MI
- Life, Accident, Health Insurance and Variable Annuity Agent, licensed in MI
- CERTIFIED FINANCIAL PLANNERTM certification
- Accredited Investment Fiduciary® (AIF®) Designatnion
- Certified Student Loan Professional (CSLP®) Designation
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.