Nate Walters, CLU®, ChFC®, AIF®

President

Direct: (360) 930-0890

Email: nate@walterswm.com

In 2015, after 25 years in financial services, Nate launched Walters Wealth Management. Nate's twenty plus years of management in financial services combined with his having held local board positions within industry organizations has helped him develop a detailed process of working with business owners and executives. This collaborative approach has led to developing long term relationships with his clients. Nate decided to leave his role of management in financial services companies to focus all of his energy on building a company to understand and address the complex financial planning needs of business owners and executives.  He holds his Series 7, 6, 65, 63, and 51 securities registrations with Commonwealth Financial Network®. He is also licensed for life, health, LTC, and P&C insurance. Nate has a Bachelor's degree in Economics from the University of Washington and has received his CLU^® and ChFC^® professional designations through the American College of Financial Services. Nate is married and has two children.  He enjoys golfing, kayaking and spending time with his family.