Nate Baldwin
CFP®, CFA®
Here to act in your best interests
About me
I partner with high net-worth individuals and families to provide comprehensive financial advice and customized investment solutions. With over 20 years of experience in the wealth management industry, I have the credentials, skills, and knowledge to help my clients achieve their financial goals and navigate complex financial situations. I am also committed to continuous learning and professional development, as evidenced by my designations.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Chartered Financial Analyst®
Education
Bachelor of Arts, English - University of Massachusetts, Boston
Visit one of our Locations
Boston IV - Quincy
1 Pine Hill Drive
Suite 502
Quincy, MA 02169
Working with Us
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Certain services provided on an educational and guidance basis only.
