Nathan Garcia
Wealth Manager @Confluence Financial Partners
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WORK HISTORY
Wealth Manager @Confluence Financial Partners
Pittsburgh, PA, US
Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
EDUCATION
Florida State University - Herbert Wertheim College of Business
Bachelors, Business
University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA, Finance
Florida State University - Herbert Wertheim College of Business
BS, Marketing, Risk Management
ABOUT NATHAN GARCIA
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