Nathan Hoffman, CFP®, CLU, ChFC
Certified Financial Planner™, Senior Partner
Nathan is a Certified Financial Planner™ working as a fiduciary and serving clients across the country. Please visit his website through the link below.
As a CFP® professional, Nathan believes in comprehensive, holistic fee-based financial planning. Every client’s unique goals require a custom, independent financial plan. Once a plan is created, Nathan assists his clients with implementing the strategy and organizing their finances. Successful financial planning is a long-term process requiring a lifetime client-advisor relationship.
In today’s complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.
Each of our associates has been carefully selected based on their knowledge, experience, and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws, and other information that may affect you.
Nathan D. Hoffman CLU, ChFC, CFP®
Financial Consultant, Partner
Nathan is a partner with North Star Consultants of Texas based in Austin, Texas. He works with physicians, business owners, and professionals with the purpose of helping them achieve their personal and professional financial goals.
Nathan attended the University of Texas at Austin and graduated with a degree in Finance and a minor in Accounting. He has been distinguished by the Million Dollar Round Table (MDRT) and The Premier Association of Financial Professionals®. Nathan has achieved industry-recognized designations as a Charted Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College to accompany his status as a CERTIFIED FINANCIAL PLANNER™ practitioner, or CFP®. Nathan currently resides in the South Congress area of Austin, Texas, and works with clients nationwide.
Nathan is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3058251/DOFU 05-2020
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.