Nate Nieri, CFP®, MSBA Modern Money Management

About Nate Nieri, CFP®, MSBA

I am not your typical financial advisor. You probably won’t find me in a suit, I don’t use a lot of fancy words, and I’m not a slick salesperson. I like to surf, be outdoors, run around the house with my toddler, and just happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek about all things money and can nerd out about everything from credit card points to macroeconomics, but I also love to just grab a drink and see what is happening in your life or talk common hobbies – I have a lot of them.

Talking about money is very personal and I want to be the guy you can trust to get an honest answer or maybe explain the “how-to” without fear of judgment. I don’t think there is such a thing as an embarrassing question when it comes to personal finance because let’s face it, the world of money is complicated, exhausting, and confusing.

I take my fiduciary duty very seriously and believe transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however, you define them.

Services I Provide:

• Financial Planning
• Investment Management
• Tax Planning

Specialties:

• Growing families
• California residents
• Employees in tech
• California teachers
• Physicians
• Employees in energy/oil & gas
• Socially Responsible Investing (Broad ESG)

Contact this advisor

Ideal Clients

  • Family Financial Planning
  • FIRE (Financial Independence Retire Early)
  • Gen Y/Millennials
  • Mid-Career Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $225+/mo
  • Flat Fee: $2400+/engagement
  • Assets Under Management: 0.90%

SEC Records

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