Nathan Walters, Clu®, Chfc®

Nathan Walters, Clu®, Chfc® Email and Phone Number

Poulsbo, WA, US
Nathan Walters, Clu®, Chfc®'s Location
Poulsbo, Washington, United States, United States
Nathan Walters, Clu®, Chfc®'s Contact Details

Nathan Walters, Clu®, Chfc® work email

Nathan Walters, Clu®, Chfc® personal email

n/a

Nathan Walters, Clu®, Chfc® phone numbers

About Nathan Walters, Clu®, Chfc®

In 2015, after 25 years in financial services, Nate launched Walters Wealth Management. Nate's twenty plus years of management in financial services and holding local board positions within industry organizations has helped him develop a detailed process of working with business owners and executives. This collaborative approach has led to developing long term relationships with his clients. Nate decided to leave his role of management with financial services companies in order to focus all of his energy on building a company to understand and address the complex financial planning needs of business owners and executives. Nate has a Bachelor's degree in Economics from the University of Washington and has received his CLU® and ChFC® professional designations through the American College of Financial Services. Nate Walters helps business owners and executives grow and protect their wealth through a highly engaged financial planning process. We He also works with businesses to address the ongoing need to recruit, reward and retain their valued employees by utilizing a wide range of financial products and services. Nate can offer these products and services through his affiliation with his broker/dealer and Registered investment Adviser, Commonwealth Financial Network®. In today's ever changing business and economic climate, quality advice and strong relationships are more important than ever. At Walters Wealth Management, we believe our clients appreciate our proactive and collaborative approach in helping them achieve their financial goals.The Financial Advisor associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.Nate Walters uses the trade name Walters Wealth Management. All securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are not offered through and are separate from Commonwealth. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.Walters Wealth Management16201 Norum Rd NEPoulsbo, WA 98370360-930-0890

Nathan Walters, Clu®, Chfc®'s Current Company Details
Walters Wealth Management

Walters Wealth Management

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President
Poulsbo, WA, US
Nathan Walters, Clu®, Chfc® Work Experience Details
  • Walters Wealth Management
    President
    Walters Wealth Management
    Poulsbo, Wa, Us
  • Walters Wealth Management
    President
    Walters Wealth Management Jan 2015 - Present
  • Walters Wealth Management
    President
    Walters Wealth Management Jan 2015 - Present
    Greater Seattle Area
  • Walters Wealth Management
    President
    Walters Wealth Management Jan 2015 - Present
  • Principal Financial Group
    Regional Managing Director
    Principal Financial Group Oct 2009 - Jan 2015
  • Prudential Financial
    Managing Director
    Prudential Financial Sep 2000 - Sep 2009
  • Pacific Capital Resource Group
    President/Founder
    Pacific Capital Resource Group 1998 - 2000

Nathan Walters, Clu®, Chfc® Skills

Business Continuation Strategies Buy Sell Review Deferred Compensation Disability Income Insurance Estate Planning Executive Benefits Strategies Informal Business Valuation Long Term Care Insurance Retirement Planning Supplemental Retirement Income Wealth Accumulation

Nathan Walters, Clu®, Chfc® Education Details

Frequently Asked Questions about Nathan Walters, Clu®, Chfc®

What company does Nathan Walters, Clu®, Chfc® work for?

Nathan Walters, Clu®, Chfc® works for Walters Wealth Management

What is Nathan Walters, Clu®, Chfc®'s role at the current company?

Nathan Walters, Clu®, Chfc®'s current role is President.

What is Nathan Walters, Clu®, Chfc®'s email address?

Nathan Walters, Clu®, Chfc®'s email address is wa****@****pal.com

What is Nathan Walters, Clu®, Chfc®'s direct phone number?

Nathan Walters, Clu®, Chfc®'s direct phone number is (800) 986*****

What schools did Nathan Walters, Clu®, Chfc® attend?

Nathan Walters, Clu®, Chfc® attended University Of Washington, Pacific Lutheran University.

What skills is Nathan Walters, Clu®, Chfc® known for?

Nathan Walters, Clu®, Chfc® has skills like Business Continuation Strategies, Buy Sell Review, Deferred Compensation, Disability Income Insurance, Estate Planning, Executive Benefits Strategies, Informal Business Valuation, Long Term Care Insurance, Retirement Planning, Supplemental Retirement Income, Wealth Accumulation.

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