Please visit www.nathanhoffmanfp.com to learn more about Nathan’s practice.

CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP^®)

As a CFP^® professional, Nathan believes in comprehensive, holistic fee-based financial planning.  Every client should consider a custom, independent financial plan. Once a plan is created, Nathan assists his clients with implementing the strategy and organizing their finances if they choose to do so. Successful financial planning is a long-term process requiring a lifetime client-advisor relationship. 

Areas of expertise

In addition to working with many local professionals and small business owners, Nathan specializes in assisting physicians and dentists across the nation. He is a member of the Medical Division of North Star Consultants, which focuses on strategies to assist medical professionals in overcoming the unique challenges of their financial world. Nathan has a special interest in the following areas:

• Wealth accumulation and portfolio design
• Tax minimization* and retirement preparation
• Risk management and own occupation disability insurance
• Asset protection
• Proper estate planning*

Credentials and professional organizations

Nathan is a graduate of the University of Texas at Austin with a major in finance and minor in accounting.  He has earned designations from the American College as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). These accompany his status as a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®). In addition, he is an active member of the national and local chapters of the Financial Planning Association (FPA). Nathan can work as a fiduciary in his client relationships.

Nathan and his wife Tyler live off South 1st Street in Austin, Texas, with their daughter Stevie and two dogs. He services clients nationwide. Visit him at www.nathanhoffmanfp.com.

Nathan is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

3235436/DOFU 9-2020