Helping Young Professionals & Families Navigate Their Financial Health
Nathan joined The Bulfinch Group and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals.
With a passion for helping others, Nathan’s mission is to help consult with individuals and young professionals about their financial needs and develop plans with appropriate flexibility and protection. By assisting clients in creating an organized financial strategy, he is able to help them achieve their financial goals. Determined to help those that need financial guidance early in their lives, he remains focused on informing and teaching individuals as they embark on their own financial journeys.
Outside of work, Nathan can often be found on the football field, coaching high school and middle school athletes in the Boston area. An outdoor enthusiast, he enjoys golfing, hiking, and snowboarding in New Hampshire during the winter months. With a deep appreciation for the classics, he continually expands his knowledge of history and geography. A devoted sports fan, he also keeps up with Boston’s vibrant sports scene, following many of the local teams.
Nathan obtained his Bachelor of Arts (B.A.) in Economics with a minor in Classical Studies from Union College. As a dedicated student-athlete, he played varsity football for all four years and was an active member of the Student Investment Fund committee. Committed to giving back, he also spent his free time assisting members of the local New York community with tax preparations.
Originally from Acton, MA, Nathan currently resides in the North End of Boston.
Financial Representative of Guardian