Nathan Twining, Cfp®

Nathan Twining, Cfp® Email and Phone Number

Principal and Lead Advisor at Financial Plan Inc. @ Financial Plan, Inc.
bellingham, washington, united states
Nathan Twining, Cfp®'s Location
Bellingham, Washington, United States, United States
Nathan Twining, Cfp®'s Contact Details

Nathan Twining, Cfp® work email

Nathan Twining, Cfp® personal email

n/a

Nathan Twining, Cfp® phone numbers

About Nathan Twining, Cfp®

Financial planning and advice is an incredibly valuable aspect of anyone's life. However, without the proper guidance it can become a frustrating endeavor. I am an independent, objective advisor for my clients, working as a fiduciary to provide clarity and peace of mind.

Nathan Twining, Cfp®'s Current Company Details
Financial Plan, Inc.

Financial Plan, Inc.

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Principal and Lead Advisor at Financial Plan Inc.
bellingham, washington, united states
Website:
financialplaninc.com
Employees:
12
Nathan Twining, Cfp® Work Experience Details
  • Financial Plan, Inc.
    Lead Advisor
    Financial Plan, Inc. Nov 2011 - Present
    Bellingham, Wa
    We offer comprehensive management and advice for all financial aspects of our client’s lives. Our investment philosophy is based around Nobel-Prize winning research, not market timing or forecasting the future. Additionally, we delve into the needs and means of insurance, estate planning and transition, social security draws and the everyday financial issues that we're all presented with. Fee-OnlyObjective AdviceWealth ManagementPortfolio DesignTax PlanningEstate PlanningClient Communication
    View
  • Wilson Engineering, Llc
    Project Engineer
    Wilson Engineering, Llc May 2006 - Nov 2011
    Bellingham, Washington Area
    I served as a project engineer for water systems, wastewater treatment plants, roadway improvement projects, stormwater treatment and a variety of other projects in the region. My duties involved comprehensive design and analyses of the projects from the ground up, through the bidding process, construction and eventually to final walkthroughs.

Nathan Twining, Cfp® Skills

Problem Analysis Investments Analytical Skills Integrity Financial Advisory Wealth Management Communication Report Writing Project Coordination Financial Planners Estate Planning Teamwork Goal Oriented

Nathan Twining, Cfp® Education Details

  • Caroll College
    Caroll College
    Civil Engineering
  • Boston University
    Boston University
    Financial Planning And Services

Frequently Asked Questions about Nathan Twining, Cfp®

What company does Nathan Twining, Cfp® work for?

Nathan Twining, Cfp® works for Financial Plan, Inc.

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

Nathan Twining, Cfp®'s current role is Principal and Lead Advisor at Financial Plan Inc..

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

Nathan Twining, Cfp®'s email address is na****@****inc.com

What is Nathan Twining, Cfp®'s direct phone number?

Nathan Twining, Cfp®'s direct phone number is +136071*****

What schools did Nathan Twining, Cfp® attend?

Nathan Twining, Cfp® attended Caroll College, Boston University.

What are some of Nathan Twining, Cfp®'s interests?

Nathan Twining, Cfp® has interest in Golf, Music, Fishing.

What skills is Nathan Twining, Cfp® known for?

Nathan Twining, Cfp® has skills like Problem Analysis, Investments, Analytical Skills, Integrity, Financial Advisory, Wealth Management, Communication, Report Writing, Project Coordination, Financial Planners, Estate Planning, Teamwork.

Who are Nathan Twining, Cfp®'s colleagues?

Nathan Twining, Cfp®'s colleagues are James B Twining, Cfp®, Kelsey Martin, Cfp®, Andrew Zender, Cfp®, Gabriel Twining, Jeanne Twining, Justin Gross, Cfp®, Dillon Quintana.

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