ÃÛѨÊÓƵ

Nathan Bardin

CRPC™, CFP®

picture of a planner

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 Counselorâ„¢

CERTIFIED FINANCIAL PLANNERâ„¢

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 latest insights from our experts