Nathan Cruz
Financial Advisor serving families and professionals | Creating Income for Retirement | Giving Advice for Goals-based Investing | Utilizing Values-based Investing
- Role
- Owner at Steward Wealth Management
- Location
- Tacoma, WA, US
- LinkedIn followers
- 500 followers
About Nathan Cruz
With a decade of experience in financial advising, my approach revolves around holistic planning tailored to individuals, families, and small businesses. I specialize in leveraging values-based investments to help clients achieve their unique goals. My philosophy centers on placing the client\'s aspirations at the forefront of every strategy. Understanding that each client\'s journey is unique, I strive to cultivate personalized financial solutions that align with their aspirations and values. By fostering a client-centric approach, I aim to empower individuals, families, and small businesses to navigate their financial landscapes with confidence and clarity. With a commitment to excellence and a passion for helping others thrive, I am dedicated to guiding my clients towards financial success and fulfillment. My FINRA Broker Check: http://brokercheck.finra.org/Individual/Summary/63•••65 Advisory Services are offered through Creative Financial Designs, Inc, a Registered Investment Adviser, and Securities are offered through cfd Investments, Inc, a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd, Kokomo, IN 46902. Neither CWM Advisors, LLC nor Christian Wealth Management are associated with either cfd Investments, Inc. or Creative Financial Designs, Inc.
Experience
Owner
Jan 2024 — Present · Tacoma, WA, US
Spearheads advisory services for a diverse client base exceeding 400 individuals, delivering tailored financial strategies-Conducts in-depth financial planning and investment management in order to maximize his clients\' wealth. Topics of retirement income, investment tax planning, and estate planning are all explored-Adept at utilizing a broad spectrum of financial tools to ensure that the retirement and investment needs of his clients are comprehensively met. This includes, but is not limited to, portfolio management, mutual funds, ETF\'s, life insurance, long-term care insurance, and disability insurance-Establishes and nurtures long-term client relationships based on trust, transparency, and a deep understanding of their financial objectives-Directs growth initiatives and strategic direction for Steward Wealth Management, ensuring alignment with our commitment to excellence and client satisfaction.
Education
Mission College
Associate's Degree
2010 — 2012
UC San Diego
Bachelor's Degree
2012 — 2014
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