Nathan Mateo, Cfp®
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Nathan Mateo, Cfp® Email & Phone Number

Financial Consultant at Fidelity Investments
Location: San Francisco, California, United States 4 work roles 3 schools
1 work email found @ml.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email n****@ml.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Financial Consultant
Location
San Francisco, California, United States
Company size
52767 employees

Who is Nathan Mateo, Cfp®? Overview

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Quick answer

Nathan Mateo, Cfp® is listed as Financial Consultant at Fidelity Investments, a with 52767 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Nathan Mateo, Cfp®.

Nathan Mateo, Cfp® previously worked as Investment Consultant at Fidelity Investments and Wealth Management Client Associate at Merrill Lynch. Nathan Mateo, Cfp® holds Cfp® Certification Coursework from Uc Berkeley Extension.

Company email context

Email format at Fidelity Investments

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*@ml.com
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AeroLeads found 1 current-domain work email signal for Nathan Mateo, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Nathan Mateo, Cfp®

As a CERTIFIED FINANCIAL PLANNER™ professional, I advocate for my clients’ financial wellbeing by employing the full breadth of Fidelity’s financial strategies, technologies, and professional relationships.

Listed skills include Leadership, Microsoft Office, Management, Microsoft Word, and 9 others.

Current workplace

Nathan Mateo, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Financial Consultant
boston, massachusetts, united states
Website
fidelity.com
Employees
52767
AeroLeads page
Company profile
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4 roles

Nathan Mateo, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Management Client Associate

Merrill Lynch

Beverly Hills, California

Support leader for an advisory team with +$600M AUM- Operational Excellence: Two-time (2021, 2022) first-place winner of the Merrill Lynch Responsible Service Growth Award program, which recognizes top associates for their role in creating process efficiencies through introducing the firm’s digital capabilities. - Financial Planning Analysis: Captured clients’ goals, assets, and other assumptions to generate scenario portfolio recommendations using financial report generating software. - Implementation: Led the client onboarding process (information gathering, account opening, initial funding and trading). Thoroughly guided clients as they established beneficiaries, power of attorneys, and periodic contributions/distributions.- Portfolio Management: Performed investing/divesting, rebalancing, tax-loss harvesting, and re-allocating investments for high ($1M-$10M) and ultra-high ($10M-$100M) net worth client accounts. Researched and compiled market data for various customized investment models using analyst reports. - Ongoing Client Service: Prepared clients’ annual planning and investment performance reviews. Completed client service requests with urgency.- Peer Development: Trained and mentored newly hired Wealth Management Associates and Investment Analysts.

Nov 2017 - Jun 2022

Financial Advisor Intern

Merrill Lynch

Newport Beach, Ca

Assisted with business development and marketing projects. Called leads to promote the advisory team and schedule a consultation.

Jan 2017 - Apr 2017
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 52767 employees →

SS Sophia Shirvanian Sophia Shirvanian Colleague at Fidelity InvestmentsLos Angeles, California, United States View → RP Robert Penrod Robert Penrod Colleague at Fidelity InvestmentsPayson, Utah, United States View → KU Kelly Uber Kelly Uber Colleague at Fidelity InvestmentsUnited States View → BP Bill Purvin, Cmt Bill Purvin, Cmt Colleague at Fidelity InvestmentsMaui, United States View → TS Thomas Smith Thomas Smith Colleague at Fidelity InvestmentsLagos, Lagos State, Nigeria View → JB Julia Barbosa Julia Barbosa Colleague at Fidelity InvestmentsGreater Boston, United States View → MC Melanie Cahill Melanie Cahill Colleague at Fidelity InvestmentsIreland View → LR Lourdes Rahn Lourdes Rahn Colleague at Fidelity InvestmentsSouthlake, Texas, United States View → RD Rita Dicenso Rita Dicenso Colleague at Fidelity InvestmentsChelsea, Massachusetts, United States View → SD Stephanie Dunaway Stephanie Dunaway Colleague at Fidelity InvestmentsCincinnati, Ohio, United States View →
3 education records

Nathan Mateo, Cfp® education

Business Administration: Finance

University Of Oklahoma

Activities and Societies: Wrestling TeamScholar Athlete Award (2015)

FAQ

Frequently asked questions about Nathan Mateo, Cfp®

Quick answers generated from the profile data available on this page.

What company does Nathan Mateo, Cfp® work for?

Nathan Mateo, Cfp® works for Fidelity Investments.

What is Nathan Mateo, Cfp®'s role at Fidelity Investments?

Nathan Mateo, Cfp® is listed as Financial Consultant at Fidelity Investments.

What is Nathan Mateo, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Nathan Mateo, Cfp® at Fidelity Investments.

Where is Nathan Mateo, Cfp® based?

Nathan Mateo, Cfp® is based in San Francisco, California, United States while working with Fidelity Investments.

What companies has Nathan Mateo, Cfp® worked for?

Nathan Mateo, Cfp® has worked for Fidelity Investments and Merrill Lynch.

Who are Nathan Mateo, Cfp®'s colleagues at Fidelity Investments?

Nathan Mateo, Cfp®'s colleagues at Fidelity Investments include Sophia Shirvanian, Robert Penrod, Kelly Uber, Bill Purvin, Cmt, and Thomas Smith.

How can I contact Nathan Mateo, Cfp®?

You can use AeroLeads to view verified contact signals for Nathan Mateo, Cfp® at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Nathan Mateo, Cfp® attend?

Nathan Mateo, Cfp® holds Cfp® Certification Coursework from Uc Berkeley Extension.

What skills is Nathan Mateo, Cfp® known for?

Nathan Mateo, Cfp® is listed with skills including Leadership, Microsoft Office, Management, Microsoft Word, Project Management, Research, Microsoft Excel, and Public Speaking.

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