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Nathan Davis, Cfa, Cfp® is listed as Chief Investment Officer at Aspen Wealth Management at Aspen Wealth Management, a company with 5 employees, based in Fort Worth, Texas, United States. AeroLeads shows a matched LinkedIn profile for Nathan Davis, Cfa, Cfp®.
Nathan Davis, Cfa, Cfp® previously worked as Chief Investment Officer at Aspen Wealth Management and Financial Planner at Aspen Wealth Management. Nathan Davis, Cfa, Cfp® holds Bachelor Of Science (B.S.) from Virginia Polytechnic Institute And State University.
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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.
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At 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.
Other employees you can reach at aspenwealthmgmt.com. View company contacts for 5 employees →
Matthew Quezergue, Cfp®
Colleague at Aspen Wealth ManagementCollege Station-Bryan Area, United States
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Troy Fore
Colleague at Aspen Wealth ManagementFort Worth, Texas, United States, United States
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John Stephens
Colleague at Aspen Wealth ManagementFort Worth, Texas, United States, United States
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Ella Radberg
Colleague at Aspen Wealth ManagementFort Worth, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Nathan Davis, Cfa, Cfp® works for Aspen Wealth Management.
Nathan Davis, Cfa, Cfp® is listed as Chief Investment Officer at Aspen Wealth Management at Aspen Wealth Management.
Nathan Davis, Cfa, Cfp® is based in Fort Worth, Texas, United States while working with Aspen Wealth Management.
Nathan Davis, Cfa, Cfp® has worked for Aspen Wealth Management.
Nathan Davis, Cfa, Cfp®'s colleagues at Aspen Wealth Management include Matthew Quezergue, Cfp®, Troy Fore, John Stephens, and Ella Radberg.
You can use AeroLeads to view verified contact signals for Nathan Davis, Cfa, Cfp® at Aspen Wealth Management, including work email, phone, and LinkedIn data when available.
Nathan Davis, Cfa, Cfp® holds Bachelor Of Science (B.S.) from Virginia Polytechnic Institute And State University.
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