Nathan Deal, CFP®
Wealth Manager
Nate serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Nate has developed an in-depth knowledge of providing clients with comprehensive wealth management solutions. Prior to joining Creative Planning, Nate worked for a national financial services firm as a managing director and investment strategist.
Nate earned a Bachelor of Science degree in accounting from North Carolina State University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Nate and his wife, Meghan, have three children: Grace Virginia, Alex and Claire. In his spare time, Nate enjoys working out and spending time with his family.
Articles by Nathan Deal, CFP®
*See all Creative Planning disclosures and sources.
