Nathan Lee, CFP® BFA™

Hello, I’m Nathan! I began sharing on LinkedIn with the intention of assisting busy professionals like you in regaining control and prioritizing your finances. If you're similar to many of my clients, you've discovered that achieving success has required dedication and a focus on your career. This often translates into a financial plan that has evolved over time alongside your accomplishments—retirement accounts from previous employers, disparate insurance products, and a no longer relevant retirement strategy has made for an outdated financial plan. If this scenario sounds familiar, don't lose hope. Many of my clients have experienced similar sentiments. By helping them prioritize their financial objectives, optimize their finances and tax strategies, and map out new financial goals, they've gained the assurance they sought in their financial journeys. Feel free to connect with me here or send me an email to see where I can help you along your personal financial journey as well. I look forward to hearing from you! Nathan Lee, CFP® Behavior Financial Advisor Email: nathan@servetwealth.com Phone: 646-473-5800 *Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.