Nathan
Bardin
CRPC™, CFP®
Here to act in your best interests
About me
I believe that everyone who works hard and plans for their future deserves the opportunity to achieve their financial dreams. I take great pride in impacting my clients’ financial lives and helping them reach their goals. Outside of work, my wife, Taylor, and I love traveling, golfing and playing with our dog Lucy.
Certifications
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance and Economics - Arizona State University
Visit one of our Locations
Phoenix I - Phoenix
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
