Nathan Spohn, Cfp®
AeroLeads people directory · profile

Nathan Spohn, Cfp® Email & Phone Number

Managing Director, Financial Advisor at Spohn Partners: Financial Planning and Investment Management
Location: Cherry Hill, New Jersey, United States 9 work roles 2 schools
2 work emails found @edelmanfinancial.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email n****@edelmanfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Spohn Partners: Financial Planning and Investment Management
Role
Managing Director, Financial Advisor
Location
Cherry Hill, New Jersey, United States
Company size
14027 employees

Who is Nathan Spohn, Cfp®? Overview

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

Quick answer

Nathan Spohn, Cfp® is listed as Managing Director, Financial Advisor at Spohn Partners: Financial Planning and Investment Management, a with 14027 employees, based in Cherry Hill, New Jersey, United States. AeroLeads shows a work email signal at edelmanfinancial.com and a matched LinkedIn profile for Nathan Spohn, Cfp®.

Nathan Spohn, Cfp® previously worked as Director, Financial Planning CFP® at Edelman Financial Services Llc and Director, Financial Planning CFP® at Edelman Financial Services Llc. Nathan Spohn, Cfp® holds Certificate In Financial Planning, Financial Planning from Georgetown University.

Company email context

Email format at Spohn Partners: Financial Planning and Investment Management

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

*@edelmanfinancial.com
71% confidence

AeroLeads found 2 current-domain work email signals for Nathan Spohn, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Nathan Spohn, Cfp®

As a Managing Director and Financial Advisor with Spohn Partners: Financial Planning and Investment Management, I have over 20 years of experience in helping my clients plan for and achieve their financial goals. Powered by LPL Financial, a registered investment advisor, I offer comprehensive and customized financial solutions that align with my client's needs, values, and aspirations.I am a Certified Financial Planner (CFP®) professional, which demonstrates my commitment to excellence, ethics, and professionalism in the financial services industry. I am skilled in retirement planning, financial advisory, investment management, asset management, investment strategies, college planning, and estate planning. I work with my clients to understand their current situation, identify their objectives, and create a personalized plan that maximizes their potential. I also monitor and adjust their plan as their circumstances and market conditions change, ensuring they stay on track towards achieving their desired outcomes.

Listed skills include Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, and 25 others.

Current workplace

Nathan Spohn, Cfp®'s current company

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

Spohn Partners: Financial Planning and Investment Management
Spohn Partners: Financial Planning And Investment Management
Managing Director, Financial Advisor
Cherry Hill, NJ, US
Website
lpl.com
Employees
14027
AeroLeads page
Company profile
View company profile Email format
9 roles · 26 years

Nathan Spohn, Cfp® work experience

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

Managing Director, Financial Advisor

Current
Spohn Partners: Financial Planning And Investment Management

Office (856)324-5894Advisory services offered through LPL Financial, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial 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.

May 2022 - Present

Director, Financial Planning Cfp®

Edelman Financial Services Llc

Farifax, Va

I help my clients plan for and achieve their financial goals.

Jan 2010 - May 2022

Director, Financial Planning Cfp®

Edelman Financial Services Llc

Cherry Hill, Nj

I help my clients plan for and achieve their financial goals.

Jan 2010 - May 2022

Vice President Senior Account Executive

Fidelity Investments

Handled investments and planning for clients with over 1 million in net worth

2001 - 2009 ~8 yrs

Financial Planning Consultant

Fidelity Investments

Provide financial planning guidence in the areas of asset management, retirement income planning,estate planning,college planning.

Dec 2003 - Apr 2006

Investments Representative

Fidelity Investments

• As the Investments Representative I serve as one of the first points of branch contact for walk in customers and prospects. I am responsible for initiating customer relationships through walk-ins and phone contacts.

Jan 2003 - Dec 2003

Financial Advisor With Rockwell And Associates

New England Financial

Provided appropriate financial solutions in estate, retirement, and college planning as well as asset allocation and insurance needs.

Oct 2002 - Jan 2003
Team & coworkers

Colleagues at Spohn Partners: Financial Planning and Investment Management

Other employees you can reach at lpl.com. View company contacts for 14027 employees →

MR Michael Rowland Michael Rowland Colleague at Spohn Partners: Financial Planning And Investment ManagementMemphis, Tennessee, United States View → RS Roberta Shea Roberta Shea Colleague at Spohn Partners: Financial Planning And Investment ManagementSan Diego, California, United States View → GM Greg Miller Greg Miller Colleague at Spohn Partners: Financial Planning And Investment ManagementBurlington, Iowa, United States View → IC Isabel C. Isabel C. Colleague at Spohn Partners: Financial Planning And Investment ManagementSan Diego, California, United States View → NN Nitin Nadkarni Nitin Nadkarni Colleague at Spohn Partners: Financial Planning And Investment ManagementNew York City Metropolitan Area, United States View → TF Titus Ford Titus Ford Colleague at Spohn Partners: Financial Planning And Investment ManagementHuntersville, North Carolina, United States View → SP Sean Pope Sean Pope Colleague at Spohn Partners: Financial Planning And Investment ManagementHuntersville, North Carolina, United States View → AK Amos Kendricks Jr Amos Kendricks Jr Colleague at Spohn Partners: Financial Planning And Investment ManagementCharlotte, North Carolina, United States View → DP David Parker, Crpc® David Parker, Crpc® Colleague at Spohn Partners: Financial Planning And Investment ManagementBellevue, Washington, United States View → CJ Charlotte Jones Charlotte Jones Colleague at Spohn Partners: Financial Planning And Investment ManagementCharlotte, North Carolina, United States View →
2 education records

Nathan Spohn, Cfp® education

FAQ

Frequently asked questions about Nathan Spohn, Cfp®

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

What company does Nathan Spohn, Cfp® work for?

Nathan Spohn, Cfp® works for Spohn Partners: Financial Planning and Investment Management.

What is Nathan Spohn, Cfp®'s role at Spohn Partners: Financial Planning and Investment Management?

Nathan Spohn, Cfp® is listed as Managing Director, Financial Advisor at Spohn Partners: Financial Planning and Investment Management.

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

AeroLeads has found 2 work email signals at @edelmanfinancial.com for Nathan Spohn, Cfp® at Spohn Partners: Financial Planning and Investment Management.

Where is Nathan Spohn, Cfp® based?

Nathan Spohn, Cfp® is based in Cherry Hill, New Jersey, United States while working with Spohn Partners: Financial Planning and Investment Management.

What companies has Nathan Spohn, Cfp® worked for?

Nathan Spohn, Cfp® has worked for Spohn Partners: Financial Planning And Investment Management, Edelman Financial Services Llc, Edelman Financial Engines, Fidelity Investments, and New England Financial.

Who are Nathan Spohn, Cfp®'s colleagues at Spohn Partners: Financial Planning and Investment Management?

Nathan Spohn, Cfp®'s colleagues at Spohn Partners: Financial Planning and Investment Management include Michael Rowland, Roberta Shea, Greg Miller, Isabel C., and Nitin Nadkarni.

How can I contact Nathan Spohn, Cfp®?

You can use AeroLeads to view verified contact signals for Nathan Spohn, Cfp® at Spohn Partners: Financial Planning and Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Nathan Spohn, Cfp® attend?

Nathan Spohn, Cfp® holds Certificate In Financial Planning, Financial Planning from Georgetown University.

What skills is Nathan Spohn, Cfp® known for?

Nathan Spohn, Cfp® is listed with skills including Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, Series 7, Investments, Investment Advisory, and Series 63.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.