Nathan Sebesta, Cfp®

Nathan Sebesta, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™| Owner - Access Wealth Strategies, LLC | MSFP, CFP®, CLU®, ChFC®, RICP®, CAP®, AEP® @ Access Wealth Strategies, LLC
Nathan Sebesta, Cfp®'s Location
Artesia, New Mexico, United States, United States
About Nathan Sebesta, Cfp®

We specialize in retirement planning and portfolio management. Our diverse clients prioritize growing investments, protecting futures, and enjoying life. With our unique philosophy, we drive long-term performance in any market. Preserving wealth and seeking growth are our top priorities. Our process ensures a target lifestyle for retirement. We track your plan and go beyond, exploring additional investment opportunities. Have you thought about the following:► Do you know if you have taken advantage of all tax planning opportunities?► Are you concerned about preserving and passing on your wealth to future generations?► Do you have a clear understanding of your entire financial picture into one comprehensive plan?►Are you currently on the path to retiring on time?►Have you assessed the things that matter most and the goals and dreams that are most important to you?By utilizing the A.W.S. Process, we help our clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth. Our team is multi-disciplined and talented at offering advice and guidance on everything from investment management, financial independence & retirement planning to family matters including estate planning, generational wealth, and legacy planning. If you need help with this, please reach out to me directly here on LinkedIn, or email me at nathan@accesswealthstrategies.comNathan Sebesta is licensed as an Agent with New York Life Insurance Company and a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Nathan Sebesta is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company.575-746-9897 I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Access Wealth Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Access Wealth Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates.Registered Branch Address:212 W Main St, Suite B, Artesia, NM 88210

Nathan Sebesta, Cfp®'s Current Company Details
Access Wealth Strategies, LLC

Access Wealth Strategies, Llc

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CERTIFIED FINANCIAL PLANNER™| Owner - Access Wealth Strategies, LLC | MSFP, CFP®, CLU®, ChFC®, RICP®, CAP®, AEP®
Nathan Sebesta, Cfp® Work Experience Details
  • Access Wealth Strategies, Llc
    Financial Adviser - Owner
    Access Wealth Strategies, Llc Jan 2018 - Present
    Artesia, Nm
    We specialize in retirement planning and portfolio management. Our diverse clients prioritize growing investments, protecting futures, and enjoying life. With our unique philosophy, we drive long-term performance in any market. Preserving wealth and seeking growth are our top priorities. Our process ensures a target lifestyle for retirement. We track your plan and go beyond, exploring additional investment opportunities. Have you thought about the following:► Do you know if you have taken advantage of all tax planning opportunities?► Are you concerned about preserving and passing on your wealth to future generations?► Do you have a clear understanding of your entire financial picture into one comprehensive plan?► Is your net worth heavily concentrated in your company and you’re not sure on how to transform corporate earnings into personal wealth tax efficiently?► Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?►When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?►Are you currently on the path to retiring on time?►Have you assessed the things that matter most and the goals and dreams that are most important to you?By utilizing the A.W.S. Process, we help our clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth. Our team is multi-disciplined and talented at offering advice and guidance on everything from investment management, financial independence & retirement planning to family matters including estate planning, generational wealth, and legacy planning. If you need help with this, please reach out to me directly here on LinkedIn, or email me at nathan@accesswealthstrategis.com
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jan 2018 - Present
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Jan 2018 - Present
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
  • Eagle Strategies Llc
    Financial Adviser
    Eagle Strategies Llc Jan 2018 - Present
    Financial Adviser offering investment advisory services through Eagle Strategies LLC.
  • Modern Woodmen Of America
    Financial Representative
    Modern Woodmen Of America Jun 2015 - Jan 2018

Nathan Sebesta, Cfp® Education Details

Frequently Asked Questions about Nathan Sebesta, Cfp®

What company does Nathan Sebesta, Cfp® work for?

Nathan Sebesta, Cfp® works for Access Wealth Strategies, Llc

What is Nathan Sebesta, Cfp®'s role at the current company?

Nathan Sebesta, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™| Owner - Access Wealth Strategies, LLC | MSFP, CFP®, CLU®, ChFC®, RICP®, CAP®, AEP®.

What schools did Nathan Sebesta, Cfp® attend?

Nathan Sebesta, Cfp® attended Texas A&m University, The American College Of Financial Services.

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