Nate currently serves as Senior Vice President of Retirement + Wealth division of OneDigital developing strategic plans for plan health/retirement readiness, plan benchmarking, investment analysis, and fiduciary governance. With over 20 years of experience in retirement plan consulting, organizations have counted on his knowledge & innovation in creating the most effective ways to drive employees towards retirement readiness while managing the employer’s fiduciary responsibilities in doing so.
Nate holds his Certified Plan Fiduciary Advisor (CPFATM) through the NAPA, the Certified 401(k) Professional (C(k)P®) Designation through The Retirement Advisor University in collaboration with UCLA Anderson School of Management and Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck