Nathan Hriczo, Cdfa® Email and Phone Number
Nathan Hriczo, Cdfa® work email
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Nathan Hriczo, Cdfa® personal email
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Nathan Hriczo, Cdfa® phone numbers
Nathan is the founder and managing partner of Lanier Financial Group, a fiduciary driven RIA (registered investment advisor), that provides investment management and financial planning services to: physicians, HNW (high net worth) individuals, HENRYs (High Earners, Not Rich Yet), nonprofit endowments, and couples either going through or considering divorce. Nathan has over a decade of experience working in finance (institutional and retail) and takes enormous pride in providing objective, unbiased, and transparent advice. He had a strong desire from a young age to run his own business; as he often tagged along with his grandfather (who was a business owner) to meetings as child during the summer. His grandfather taught him that business relationships are worthless without a personal connection and a desire to see each other succeed.Clients often choose to work with Nathan because of his autonomy, long term vision, personalized approach, and his “straight shooter” attitude; as he rather be forthright and is not afraid to deliver a less than desirable message or challenge a client to make changes that will provide better results from their financial plan or investment strategy. Specialties include: efficient budgeting & cash flow management, accelerated student loan (practice loans & consumer debts) repayment plans, tax planning, risk management, portfolio management (stocks, bonds, ETFs, preferred stocks, options, warrants), retirement income planning, education funding, employee benefit integration, and ESOP/ESPP/RSU/stock option plan divesting and protection.Hobbies and Interests: spending time with family, golf, basketball, boating/swimming, Atlanta Falcons and Georgia Bulldogs football, reading (biographies and finance/business related), and keeping up with global economic and business news.
Lanier Financial Group
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Managing Partner/Investment Advisor/Financial PlannerLanier Financial Group Aug 2009 - PresentAthens, Georgia, UsLanier Financial Group is a fiduciary driven registered investment advisory firm that specializes in portfolio management, comprehensive financial planning, and business planning. At Lanier Financial Group we focus on providing our clients with objective and unbiased advice while maintaining our dedication to building our clients wealth along with long standing relationships.We serve to following types of clientele: - 401k/Profit Sharing/Pension Plans - 501(c)3 Organizations (Foundations/other NPOs) - Doctors (MD, DO, PharmD) - High Net Worth Individuals (Families) - HENRYs (High Net Worth, Not Rich Yet) - Divorcing Couples (or those Considering Divorce)****Please note that LinkedIn "recommendations" are deemed testimonials by the SEC and are prohibited therefore all recommendations must be hidden from this profile.**** -
Portfolio ManagerPeach Capital Management Sep 2013 - PresentServed as the Portfolio Manager to a hedge fund (multiple series) for institution and individual use.Fund is currently closed to investors and entity is being ran as a single family office.
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AdvisorCapstone Fp May 2008 - Aug 2009Atlanta, Georgia, UsDeveloped and implemented risk management and investment strategies to complement clients overall portfolio, build wealth, and protect their assets. -
Operations ManagerWorld Commodity Funds May 2007 - May 2008Worked directly under fund manager and was responsible for auditing trades, maintaining and growing a client base, and researching potential markets.
Nathan Hriczo, Cdfa® Skills
Nathan Hriczo, Cdfa® Education Details
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Parker College Of Business-Georgia Southern UniversityFinance W/ Concentration In Financial Planning
Frequently Asked Questions about Nathan Hriczo, Cdfa®
What company does Nathan Hriczo, Cdfa® work for?
Nathan Hriczo, Cdfa® works for Lanier Financial Group
What is Nathan Hriczo, Cdfa®'s role at the current company?
Nathan Hriczo, Cdfa®'s current role is Investment Advisor & Financial Planner Serving Physicians, HNW Individuals, HENRYs, Nonprofits, and Divorcing Couples.
What is Nathan Hriczo, Cdfa®'s email address?
Nathan Hriczo, Cdfa®'s email address is nh****@****oup.com
What is Nathan Hriczo, Cdfa®'s direct phone number?
Nathan Hriczo, Cdfa®'s direct phone number is +140425*****
What schools did Nathan Hriczo, Cdfa® attend?
Nathan Hriczo, Cdfa® attended Parker College Of Business-Georgia Southern University.
What are some of Nathan Hriczo, Cdfa®'s interests?
Nathan Hriczo, Cdfa® has interest in Boating, Traveling, Basketball, Reading, Golfing.
What skills is Nathan Hriczo, Cdfa® known for?
Nathan Hriczo, Cdfa® has skills like Divorce Planning, Financial Planning, Portfolio Management, Business Planning, Investment Advisory, Business Valuation, Business Strategy, Employee Benefits Design, Estate Planning, Alternative Investments, Hedge Funds, Derivatives Trading.
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