Nathan D. Faith, CFP® was recently named a partner at Boulay.
Nathan has been providing investment advice for clients as an Investment Advisor Representative of Boulay Financial Advisors, LLC since 2010. He specializes in accumulation, distribution and tax planning, and he assists clients within the realm of financial planning to include investment and money management, estate planning, and risk and debt management. Nathan utilizes tools such as WealthNAVTM to illustrate strategies and simplify concepts for clients to make better short-and long-term decisions, and he prepares and reviews tax returns for many of the firm’s clients.
Nathan has a bachelor’s degree in finance from Minnesota State University, Mankato (MNSU). He is a Certified Financial Planner™ Professional (CFP®) and is Series 7 and 66 registered. Nathan is also an Advisory Council Member of MNSU’s Financial Planning Program, as well as an Adjunct Professor of its Financial Planning Certificate Capstone Course.
Boulay Financial Advisors, LLC
7500 Flying Cloud Drive, Suite 800, Minneapolis, MN 55344
(t) 952.893.9320 (f) 952.893.3830 BoulayGroup.com
Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor.
Information pertaining to the designations listed can be found at http://www.boulaygroup.com/disclaimer.