Nate Nieri
Financial Planner | Helper | Business Owner | Spreadsheet Dominator
- Role
- Founder, Owner, and Personal Financial Advisor at Modern Money Management
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Nate Nieri
I am not your typical financial advisor. You probably won’t find me in a suit, I don’t…
Experience
Founder, Owner, and Personal Financial Advisor
Jan 2021 — Present · San Diego, CA, US
Founded Modern Money Management to offer financial planning, investment management and tax planning to a new generation of money savers.
Education
San Diego State University
MSBA, Finance and Tax Planning
2010 — 2011
San Diego State University
BS, Finance
2005 — 2009
Skills
- Investment Properties
- Financial Planners
- Valuation
- Financial Advisory
- Financial Planning
- Portfolio Management
- Wealth Management
- Real Estate Investment
- Strategy
- Retirement Planning
- Estate Planning
- Competitive Intelligence
- Strategic Financial Planning
- Finance
- Risk Strategy
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