Nathan Davis, Cfa, Cfp® Email and Phone Number
Nathan Davis, CFP®, CFA, is the Chief Investment Officer at Aspen Wealth Management, where he provides clients with comprehensive financial planning. Additionally, he is responsible for research, trading, portfolio monitoring, and alternative investments such as private equity, credit, and real estate for the firm, while also leading the investment committee to determine portfolio asset allocations, security selection, and risk management measures.A graduate of Virginia Tech with a bachelor’s degree in applied economic management with a focus on personal financial planning, he was recognized in Fort Worth Business Press’ 40 Under 40 2021 class and D Magazine’s Best Financial Planners 2021 (multi-year winner). Outside of the office, Nathan serves on the board of directors of the Tarrant County Homeless Coalition (TCHC), the steering committee of WORTH North Texas Community Foundation, and as treasurer of the Virginia Tech Alumni Association DFW Chapter.A native of Annapolis, Maryland, he, his wife Emily, and their son make Fort Worth their home. When not working, Nathan enjoys playing golf, watching Virginia Tech sports, reading, and trying to make his lawn look perfect.
Aspen Wealth Management
View- Website:
- aspenwealthmgmt.com
- Employees:
- 5
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Chief Investment OfficerAspen Wealth Management Jun 2021 - PresentAt Aspen Wealth Management, we’re on a mission to inspire our clients to make informed financial decisions through education, communication, and service. We take the time to listen to each client’s needs and fully understand their goals so that we can help develop and implement a financial plan and investment strategy tailored to their individual and family needs. And we’re committed to exceeding expectations by providing personalized guidance on all aspects of our clients’ financial lives. Clients who go through our financial planning process feel confident, prepared, and empowered about their financial futures. As a fee-only firm, we do not work on commissions. This allows us to remain completely free of conflicts of interest and ensures our objectivity. We have a fiduciary duty to put our clients’ needs first. If you’re in the Fort Worth, Texas area and you are looking for an independent, fee-only financial planning firm, reach out to our team today! Learn more by visiting www.aspenwealthmgmt.com. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor. -
Financial PlannerAspen Wealth Management Nov 2016 - Present4200 S Hulen Suite 422, Fort Worth, Tx 76109
Nathan Davis, Cfa, Cfp® Education Details
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Bachelor Of Science (B.S.)
Frequently Asked Questions about Nathan Davis, Cfa, Cfp®
What company does Nathan Davis, Cfa, Cfp® work for?
Nathan Davis, Cfa, Cfp® works for Aspen Wealth Management
What is Nathan Davis, Cfa, Cfp®'s role at the current company?
Nathan Davis, Cfa, Cfp®'s current role is Chief Investment Officer at Aspen Wealth Management.
What schools did Nathan Davis, Cfa, Cfp® attend?
Nathan Davis, Cfa, Cfp® attended Virginia Polytechnic Institute And State University.
Who are Nathan Davis, Cfa, Cfp®'s colleagues?
Nathan Davis, Cfa, Cfp®'s colleagues are Matthew Quezergue, Cfp®, Ella Radberg, John Stephens, Troy Fore.
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