Nathan Bopp, MBA – CFP®, AIF® Lead Advisor

Nathan Bopp, MBA, CFP®, AIF®, RICP® – Principal and Senior Advisor

Nathan is a Principal and Senior Advisor who works with clients who are approaching retirement, business owners, and executives. He has been providing financial planning and investment management advice to clients since 2000.  Nathan specializes in delivering targeted retirement, college, estate, insurance and tax planning solutions as well as individualized investment management.  He also serves on the firm’s Investment Committee.

Nathan completed his undergraduate education from Ohio University in 2000, where he received degrees in Finance and Economics. He also received his MBA from Kent State University in 2007.  Nathan earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009, and also holds the ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) and Retirement Income Certified Professional® (RICP®) designations.

Nathan has been involved with the Akron Chamber of Commerce, North Canton Chamber of Commerce, the Green Ohio Chapter of Toastmasters International, and was the past Treasurer of the North Canton Jaycees. Nathan is also a member of the Financial Planning Association of America (FPA).