Nathan Sebesta

CERTIFIED FINANCIAL PLANNER™| Owner - Access Wealth Strategies, LLC | MSFP, CFP®, CLU®, ChFC®, RICP®, CAP®, AEP®

Role
Financial Adviser - Owner at Access Wealth Strategies, Llc
Location
Artesia, NM, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Nathan Sebesta

Financial Planner in Artesia, NM | Access Wealth Strategies, LLC Personalized…

Experience

  1. Financial Adviser - Owner

    Access Wealth Strategies, Llc

    Jan 2018 — Present · Artesia, NM, US

    Financial Planner in Artesia, NM | Access Wealth StrategiesPersonalized Financial Planning Rooted in Experience and Local TrustIf you\'re searching for a financial planner in Artesia, NM, you’ve come to the right place. At Access Wealth Strategies, we offer personalized, fee-based financial planning for individuals, families, and business owners who want long-term confidence and clarity with their money.Led by Nathan Sebesta, CFP®, CLU®, ChFC®, RICP®, CAP®, AEP®, our team is committed to helping you simplify your finances, reduce stress, and take control of your future. Our Financial Planning ServicesWe help Artesia clients with:Retirement PlanningMaximize your income, Social Security, and savings so you can retire confidently.Investment ManagementCustom-built portfolios based on your risk tolerance and long-term goals.Insurance PlanningLife, disability, and long-term care insurance strategies to protect your family and income.401(k) & IRA RolloversNavigate workplace retirement options and transitions with clarity.Estate & Legacy PlanningWork alongside your attorney or CPA to ensure your wealth transfers smoothly and tax-efficiently.Business & Employee BenefitsRetirement plans, executive benefits, and insurance strategies for small business owners in Artesia. Visit Us in ArtesiaAccess Wealth Strategies, LLC212 W Main St, STE BArtesia, NM 88••••••••97Schedule your no-cost, no-pressure consultation today and see how we can help you build wealth, reduce risk, and gain clarity with your money. Ready to Get Started?Let’s create a plan that works for you. Whether you\'re getting close to retirement, navigating a career change, or just want to feel more confident with your money — we’re here to help. Schedule Your Consultation Here is a link to my calendar:https://calendly.com/nsebesta/30min

Education

  • Texas A&M University

    Bachelor of Science (B.S.), Agribusiness

    2012 — 2015

  • The American College of Financial Services

    Master of Science, Financial Planning

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Nathan Sebesta — Financial Adviser - Owner at Access Wealth Strategies, Llc in Artesia, NM, US | Unifers