Nathan Stoker, Cfp®, Csric™
AeroLeads people directory · profile

Nathan Stoker, Cfp®, Csric™ Email & Phone Number

Associate Director at Cresset at Cresset
Location: Santa Monica, California, United States 5 work roles 3 schools
1 work email found @latinmail.com 2 phones found area 210 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email r****@latinmail.com
Direct phone (210) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Associate Director at Cresset
Location
Santa Monica, California, United States
Company size

Who is Nathan Stoker, Cfp®, Csric™? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Nathan Stoker, Cfp®, Csric™ is listed as Associate Director at Cresset at Cresset, a company with 117 employees, based in Santa Monica, California, United States. AeroLeads shows a work email signal at latinmail.com, phone signal with area code 210, and a matched LinkedIn profile for Nathan Stoker, Cfp®, Csric™.

Nathan Stoker, Cfp®, Csric™ previously worked as Associate Director, Wealth Advisor at Cresset and Wealth Advisor at Created Wealth Advisory. Nathan Stoker, Cfp®, Csric™ holds Bachelor'S Of Science In Finance from Pepperdine University.

Company email context

Email format at Cresset

This section adds company-level context without repeating Nathan Stoker, Cfp®, Csric™'s masked contact details.

*@latinmail.com
68% confidence

AeroLeads found 1 current-domain work email signal for Nathan Stoker, Cfp®, Csric™. Compare company email patterns before reaching out.

Profile bio

About Nathan Stoker, Cfp®, Csric™

Nathan Stoker, Cfp®, Csric™ is a Associate Director at Cresset at Cresset. He possess expertise in guitar, music theory, guitarist, songwriting, music and 11 more skills.

Listed skills include Guitar, Music Theory, Guitarist, Songwriting, and 12 others.

Current workplace

Nathan Stoker, Cfp®, Csric™'s current company

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

Cresset
Cresset
Associate Director at Cresset
chicago, illinois, united states
Employees
117
AeroLeads page
5 roles · 11 years

Nathan Stoker, Cfp®, Csric™ work experience

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

Associate Director, Wealth Advisor

Current

Santa Barbara, California, United States

Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset.

Jan 2024 - Present

Wealth Management

Ubs

Beverly Hills, California

2017 - 2019 ~2 yrs

Student Brand Manager

Santa Monica, California

2015 - 2017 ~2 yrs
Team & coworkers

Colleagues at Cresset

Other employees you can reach at cressetcapital.com. View company contacts for 117 employees →

3 education records

Nathan Stoker, Cfp®, Csric™ education

Bachelor'S Of Science In Finance

Activities and Societies: Sigma Chi Fraternity President, Pepperdine Ambassadors Council, London Study Abroad and Scuba Club

FAQ

Frequently asked questions about Nathan Stoker, Cfp®, Csric™

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

What company does Nathan Stoker, Cfp®, Csric™ work for?

Nathan Stoker, Cfp®, Csric™ works for Cresset.

What is Nathan Stoker, Cfp®, Csric™'s role at Cresset?

Nathan Stoker, Cfp®, Csric™ is listed as Associate Director at Cresset at Cresset.

What is Nathan Stoker, Cfp®, Csric™'s email address?

AeroLeads has found 1 work email signal at @latinmail.com for Nathan Stoker, Cfp®, Csric™ at Cresset.

What is Nathan Stoker, Cfp®, Csric™'s phone number?

AeroLeads has found 2 phone signal(s) with area code 210 for Nathan Stoker, Cfp®, Csric™ at Cresset.

Where is Nathan Stoker, Cfp®, Csric™ based?

Nathan Stoker, Cfp®, Csric™ is based in Santa Monica, California, United States while working with Cresset.

What companies has Nathan Stoker, Cfp®, Csric™ worked for?

Nathan Stoker, Cfp®, Csric™ has worked for Cresset, Created Wealth Advisory, Ubs, and Red Bull.

Who are Nathan Stoker, Cfp®, Csric™'s colleagues at Cresset?

Nathan Stoker, Cfp®, Csric™'s colleagues at Cresset include David Mason, Alexander Lytle, Patrick Siering, Michael Rizza, and Colton Barron.

How can I contact Nathan Stoker, Cfp®, Csric™?

You can use AeroLeads to view verified contact signals for Nathan Stoker, Cfp®, Csric™ at Cresset, including work email, phone, and LinkedIn data when available.

What schools did Nathan Stoker, Cfp®, Csric™ attend?

Nathan Stoker, Cfp®, Csric™ holds Bachelor'S Of Science In Finance from Pepperdine University.

What skills is Nathan Stoker, Cfp®, Csric™ known for?

Nathan Stoker, Cfp®, Csric™ is listed with skills including Guitar, Music Theory, Guitarist, Songwriting, Music, Band, Leadership, and Public Speaking.

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