Nathan strives to revolutionize the way people think about their finances. Nathan and his team serve as financial quarterbacks for their clients; through coordinating with their clients' other professionals, they take a concerted approach to understanding the entire balance sheet, along with the potential efficiencies usually left uncovered.
Growing up in Bay Area with Brazilian parents, Nathan developed a love for soccer and the beach, which led him to attend Chapman University in southern California, where he studied business with an emphasis in finance and real estate. After interning with WestPac for two summers while in school, Nathan launched full-time as a Financial Representative. His fluency in Portuguese, Spanish, and knowledge of Mandarin allows Nathan to serve a diverse and broad demographic of clientele.
Nathan and his team welcome engagements from coachable and motivated individuals, regardless of background, experience, or financial status. To connect with Nathan and the team, please email Nathan.firstname.lastname@example.org.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #4145720| 2023-164760 Exp. 11/25