Financial Planner, Investment Advisor, Wealth Manager
CurrentFinancial Planning and Wealth Management for Green Industry Entrepreneurs
Oct 2023 - Present
AeroLeads people directory · profile
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa Email & Phone Number
Financial Planner, Investment Adviser, Wealth Manager, Certified Exit Planning Advisor
at
Verde Wealth Advisory
1 work email found
@csomtx.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner, Investment Adviser, Wealth Manager, Certified Exit Planning Advisor
Location
Austin, Texas, United States
Who is Nathan Serven, Cfp®, Cima®, Chfc®, Cepa? Overview
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Quick answer
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa is listed as Financial Planner, Investment Adviser, Wealth Manager, Certified Exit Planning Advisor at Verde Wealth Advisory, based in Austin, Texas, United States. AeroLeads shows a work email signal at csomtx.com and a matched LinkedIn profile for Nathan Serven, Cfp®, Cima®, Chfc®, Cepa.
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa previously worked as Financial Planner, Investment Advisor, Wealth Manager at Verde Wealth Advisory and Financial Planner, Investment Advisor, Wealth Manager at Capital Strategies A Massmutual Firm. Nathan Serven, Cfp®, Cima®, Chfc®, Cepa holds Bachelor'S Degree, Financial Planning And Services from Colorado State University Global.
Company email context
Email format at Verde Wealth Advisory
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*@csomtx.com
68% confidence
AeroLeads found 1 current-domain work email signal for Nathan Serven, Cfp®, Cima®, Chfc®, Cepa. Compare company email patterns before reaching out.
Profile bio
About Nathan Serven, Cfp®, Cima®, Chfc®, Cepa
The financial world can be a complex and confusing marketplace of ideas and instruments. As a financial planner, my passion is in helping clients cut through the noise to achieve financial freedom. Freedom through clarifying their goals, coordinating their financial ecosystem, and proactively communicating needed corrective actions.Services and products offered:• Financial Planning• Investment Advice• Values Based Investing• Managed Accounts• Life Insurance• Alternative Investments• Mutual Funds/ETF• Qualified Retirement Plans• Long-Term Care Insurance• Disability Income Insurance• Estate Conservation Strategies**• IRA Consolidation/Rollovers• Executive Benefits• Pension Transfer/RolloversI am licensed to sell insurance in MT, NC, SC, TX, WA, VA. I am licensed to sell securities in AZ, CO, CA, MA, MT, TN, VA, WY, FL, TX, WA. I am a registered representative of and offer securities and investment advisory services and approved to conduct fee based financial planning advisory services and financial planning through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane, Suite 250 Austin, Texas 78746. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.
Listed skills include Holistic Financial Planning, Mutual Funds, Life Insurance, Securities, and 24 others.
Current workplace
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa's current company
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2 roles
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa work experience
A career timeline built from the work history available for this profile.
Financial Planner, Investment Advisor, Wealth Manager
Current
Nov 2008 - Present
1 education record
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa education
FAQ
Frequently asked questions about Nathan Serven, Cfp®, Cima®, Chfc®, Cepa
Quick answers generated from the profile data available on this page.
What company does Nathan Serven, Cfp®, Cima®, Chfc®, Cepa work for?
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa works for Verde Wealth Advisory.
What is Nathan Serven, Cfp®, Cima®, Chfc®, Cepa's role at Verde Wealth Advisory?
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa is listed as Financial Planner, Investment Adviser, Wealth Manager, Certified Exit Planning Advisor at Verde Wealth Advisory.
What is Nathan Serven, Cfp®, Cima®, Chfc®, Cepa's email address?
AeroLeads has found 1 work email signal at @csomtx.com for Nathan Serven, Cfp®, Cima®, Chfc®, Cepa at Verde Wealth Advisory.
Where is Nathan Serven, Cfp®, Cima®, Chfc®, Cepa based?
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa is based in Austin, Texas, United States while working with Verde Wealth Advisory.
What companies has Nathan Serven, Cfp®, Cima®, Chfc®, Cepa worked for?
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa has worked for Verde Wealth Advisory and Capital Strategies A Massmutual Firm.
How can I contact Nathan Serven, Cfp®, Cima®, Chfc®, Cepa?
You can use AeroLeads to view verified contact signals for Nathan Serven, Cfp®, Cima®, Chfc®, Cepa at Verde Wealth Advisory, including work email, phone, and LinkedIn data when available.
What schools did Nathan Serven, Cfp®, Cima®, Chfc®, Cepa attend?
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa holds Bachelor'S Degree, Financial Planning And Services from Colorado State University Global.
What skills is Nathan Serven, Cfp®, Cima®, Chfc®, Cepa known for?
Nathan Serven, Cfp®, Cima®, Chfc®, Cepa is listed with skills including Holistic Financial Planning, Mutual Funds, Life Insurance, Securities, Leadership, Public Speaking, Iras, and Wealth Management.
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