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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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