Broker Check
Nathan  Blumenschein, CFP®

Nathan Blumenschein, CFP®

Wealth Advisor

Nathan Blumenschein is a Wealth Advisor renowned for providing thorough, client-focused retirement planning. Nate holds a bachelor's degree in business administration from Marymount University and a master's degree in finance from American University, emphasizing his commitment to financial excellence. 

Nate has earned the esteemed CERTIFIED FINANCIAL PLANNER™ designation, further solidifying his credentials in the field. With an extensive tenure in the wealth management industry (2011, 2017-present), Nate is dedicated to helping clients bring their dreams to life through meticulous financial planning. Possessing Series 7, 63, and 65 licenses, Nate ensures he stays abreast of industry developments, diligently monitoring market trends and legislative changes that could impact his client's financial strategies. 

As a Wealth Advisor, he is driven by a genuine commitment to empowering clients in achieving financial success and securing a fulfilling retirement. His overarching goal is to assist everyone in mapping out their dreams and turning them into reality through expert financial planning guidance. 

Beyond his professional pursuits, Nate is a dynamic individual with many passions. He actively engages in soccer, both through coaching and playing, partakes in ski trips in the winter, and enjoys lake excursions during the summer. Nate explores the U.S. while playing Australian rules football and finds tranquility in fishing Pennsylvania's streams with his father. Additionally, he embarks on weekend trips to savor live music experiences.