Nathan Spohn, Cfp®

Nathan Spohn, Cfp® Email and Phone Number

Managing Director, Financial Advisor @ Spohn Partners: Financial Planning and Investment Management
Cherry Hill, NJ, US
Nathan Spohn, Cfp®'s Location
Cherry Hill, New Jersey, United States, United States
Nathan Spohn, Cfp®'s Contact Details

Nathan Spohn, Cfp® work email

Nathan Spohn, Cfp® personal email

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.

Nathan Spohn, Cfp®'s Current Company Details
Spohn Partners: Financial Planning and Investment Management

Spohn Partners: Financial Planning And Investment Management

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Managing Director, Financial Advisor
Cherry Hill, NJ, US
Website:
lpl.com
Employees:
14027
Nathan Spohn, Cfp® Work Experience Details
  • Spohn Partners: Financial Planning And Investment Management
    Managing Director, Financial Advisor
    Spohn Partners: Financial Planning And Investment Management
    Cherry Hill, Nj, Us
    View
  • Spohn Partners: Financial Planning And Investment Management
    Managing Director, Financial Advisor
    Spohn Partners: Financial Planning And Investment Management May 2022 - Present
    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.
    View
  • Edelman Financial Services Llc
    Director, Financial Planning Cfp®
    Edelman Financial Services Llc Jan 2010 - May 2022
    Farifax, Va
    I help my clients plan for and achieve their financial goals.
    View
  • Edelman Financial Services Llc
    Director, Financial Planning Cfp®
    Edelman Financial Services Llc Jan 2010 - May 2022
    Cherry Hill, Nj
    I help my clients plan for and achieve their financial goals.
    View
  • Edelman Financial Engines
    Executive Director, Financial Planning
    Edelman Financial Engines Jan 2010 - May 2022
    View
  • Fidelity Investments
    Vice President Senior Account Executive
    Fidelity Investments 2001 - 2009
    Handled investments and planning for clients with over 1 million in net worth
  • Fidelity Investments
    Financial Planning Consultant
    Fidelity Investments Dec 2003 - Apr 2006
    Provide financial planning guidence in the areas of asset management, retirement income planning,estate planning,college planning.
  • Fidelity Investments
    Investments Representative
    Fidelity Investments Jan 2003 - Dec 2003
    • 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.
  • New England Financial
    Financial Advisor With Rockwell And Associates
    New England Financial Oct 2002 - Jan 2003
    Provided appropriate financial solutions in estate, retirement, and college planning as well as asset allocation and insurance needs.

Nathan Spohn, Cfp® Skills

Retirement Planning Retirement Strategic Financial Planning Estate Planning Series 7 Investments Investment Advisory Series 63 Financial Services Mutual Funds Wealth Management Asset Managment Investment Strategies Portfolio Management 401k Investment Management Certified Financial Planner Financial Advisory Personal Financial Planning Iras Pensions High Net Worth Individuals Saving For Education Personal Finance 401k Rollovers Long Term Care 529 Plans Registered Investment Advisor Financial Goals

Nathan Spohn, Cfp® Education Details

Frequently Asked Questions about Nathan Spohn, Cfp®

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 the current company?

Nathan Spohn, Cfp®'s current role is Managing Director, Financial Advisor.

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

Nathan Spohn, Cfp®'s email address is na****@****ail.com

What schools did Nathan Spohn, Cfp® attend?

Nathan Spohn, Cfp® attended Georgetown University, University Of Delaware.

What skills is Nathan Spohn, Cfp® known for?

Nathan Spohn, Cfp® has skills like Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, Series 7, Investments, Investment Advisory, Series 63, Financial Services, Mutual Funds, Wealth Management, Asset Managment.

Who are Nathan Spohn, Cfp®'s colleagues?

Nathan Spohn, Cfp®'s colleagues are David Martin, Wendy Marshall, Sally Werner, Bruce Angel, Liz Hitchcock, Reeves Farrell, Nedra Mitchell.

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