Dan Nash
CFP®, Retirement Planning Specialist, Helping Clients Build, Manage, and Protect their Wealth
- Role
- Financial Consultant at Equitable Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Dan Nash
Cascade Wealth Strategies is a DBA under Equitable Advisors housing an independent team of (5) Advisors with a niche specific focus of helping high income tech households. Our team provides: goal-based financial planning, investment portfolio management, and strategies to lessen tax burden. We help:* Maximize Employer Benefits* Lessen Capital Gains Tax Burden* Optimize Portfolios for Growth and Balance Risk/Reward * Navigate Employer Stock Compensation * Protect Loved Ones and Family MANAGING INVESTMENT PORTFOLIOS: We provide complete access to the financial marketplace thru LPL Financial (largest independent broker/dealer), including: institutional portfolios, custom stock-ETF-Mutual Fund models, non-traded real estate, and alternatives. Because many of our clients have a large percentage of their net worth in taxable brokerage accounts (often concentrated in employer stock), we are deeply focused on strategies that lessen capital gains taxes, both in the transition to a more diversified approach and in the continued growth of those assets. RISK MANAGEMENT/LIFE INSURANCE: A sound financial plan is one that is protected from risk. We help evaluate where you are exposed to risk and how you can protect your hard work and planning from the unexpected – temporary or prolonged income gaps, running out of money in retirement, loss of life, prolonged healthcare issues, generational planning, etc. Equitable Advisors network gives us access to 50+ top insurance carriers. FINANCIAL PLANNING AND ONGOING SERVICE: In partnering with us, expect consistency and communication in the stewardship of your investments. Our goal is to keep you on track while things are smooth (frequent touchpoints around your vesting/bonus dates, bi-annual reviews, tweaks to the portfolios, etc.) and to be available and proactive when you need help the most, as unplanned needs, uncertainty, or major life changes arise.
Experience
Financial Consultant
Jan 2020 — Present
AR Insurance License #17••••27. California Insurance License #41•••16
Education
The Wharton School
Finance
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