Nathan Serven
Financial Planner, Investment Adviser, Wealth Manager, Certified Exit Planning Advisor
- Role
- Financial Planner, Investment Advisor, Wealth Manager at Capital Strategies, Beyond Wealth
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Nathan Serven
The financial world can be a complex and confusing marketplace of ideas and instruments…
Experience
Financial Planner, Investment Advisor, Wealth Manager
Capital Strategies, Beyond Wealth
Nov 2008 — Present · Austin, TX, US
Education
Colorado State University Global
Bachelor's degree
Skills
- Alternative Investments
- Customer Service
- Pensions
- Strategic Planning
- Small Business
- Financial Planning
- Personal Financial Planning
- Fixed Annuities
- Tax
- Qualified Retirement Plans
- Iras
- Holistic Financial Planning
- Retirement Planning
- Finra
- Leadership
- Investment Advisory Services
- Wealth Management
- Disability Insurance
- Executive Pay
- Securities
- Public Speaking
- Mutual Funds
- Retirement
- Long Term Care Insurance
- Variable Annuities
- Financial Planners
- Life Insurance
- Finance
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