Nathaniel Ritchison, Cfp®, Aif® Email & Phone Number

As a Certified Financial Planner professional, Nate through proactive planning and management helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their financial goals. Since 2002 he has been responsible for leading clients through the wealth management process, which includes guiding clients from goal setting to the creation and implementation of their full financial strategy. Prior to joining Pure Advisors, Nate was the lead financial planner and a member of the investment committee of a local investment advisory firm in San Diego. Nate brings his planning expertise and knowledge of the client strategies to each financial decision. Nate is an active member in the Financial Planning Association (FPA) of San Diego where he currently serves as the Director of Public Awareness. He also established a local community of young financial planners called NexGen, aimed at transitioning knowledge from the pioneers of financial planning to the next generation of planners. He is a resource for the local media and has collaborated with the San Diego Union-Tribune a number of times. Born and raised in San Diego, Nate attended college at San Diego State University, earning a Bachelor’s of Science degree in Finance. He actively gives back to his native city of San Diego, by fundraising for multiple non-profit organizations supporting Alzheimer’s care and participating in numerous pro-bono activities to increase his community's financial literacy.Specialties: Comprehensive Financial Planning for:•Young Professionals who need to establish a plan to begin saving and possibly pay down debt. •Families & Individuals who recognize the need to set a course to accomplish large financial goals, like saving for college and financial independence. •Retired Individuals & Couples, or those who are approaching retirement, who need a strategy to live the life they imagine during retirement.

Listed skills include Strategic Financial Planning, Securities, Retirement Planning, Wealth Management, and 9 others.