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Nathan Faith

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Nathan Faith

CFP®

Wealth Management Partner

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. By having worked with many clients in different phases of their careers and lives, Nathan has expanded his competencies and is able to flatten the learning curve for his clients by making complex ideas easy to understand. Nathan previously was a member of the Minnesota Army National Guard and was deployed to Iraq with the “Red Bull” brigade in 2006-2007.

Client Focus

  • Wealth Management Services

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“I strive to be proactive in an industry which is generally reactive by nature. I provide innovative and personal financial plans that help benefit my clients in ways they may not have even thought were possible.”

Involvement

  • Minnesota State University, Mankato’s Financial Planning Program — Advisory Council Member
  • Minnesota State University, Mankato — Adjunct Professor, Financial Planning Certificate Program, Capstone Course
  • Financial Planning Association — Member
  • Faith Lutheran Church, Waconia — Member

Education

    • Minnesota State University, Mankato — B.S. Finance, Financial Planning Emphasis
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Series 7 and 66 Registered

Personal Interests

    • Running
    • Fishing
    • Camping up in the Boundary Waters

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.