Abigail Nathu
Seasoned Financial Advisor | Fintech start up veteran | Problem Solver | Effective Communicator & Collaborator
- Role
- Senior Financial Advisor at Vanguard
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Abigail Nathu
Relatable financial planning professional with over 15 years of industry experience in wealth management and fintech spaces. Career highlights include creating and scaling an RIA from inception to profitability; successfully advising 300+ households from onboarding to ongoing management; single-handedly orchestrating a financial literacy program for at-risk women in my community; and producing and executing financial webinars for a broad consumer base.Certified Financial Planner (CFP®)| Self-starter and complex problem-solver | Detail- & process-oriented | Toastmaster trained | High EQ | Experienced in softwares such as eMoney, RightCapital, proprietary planning softwares.
Experience
Senior Financial Advisor
Apr 2025 — Present
Successfully transition high net worth clients to and through retirement years including implementing tax strategies for long-term, tax-free growth and legacy planning.Provide timely insights of financial topics such as strategic retirement saving, pension and Social Security benefits selection, navigating market volatility, home purchases best practices, etc.
Education
The University of Georgia
Bachelor of Science, Family Consumer Sciences in Financial Planning
2006 — 2010
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