Cfp® Nathan Webel

Nathan Webel, CFP®, has extensive work experience in the financial industry. Nathan started their career as a Tax Intern at HW&Co. | CPAs & Advisors in 2016. In 2017, they joined Cornerstone Capital Advisors as a Portfolio Administrator, where they worked until 2019. At Cornerstone Capital Advisors, they gained valuable experience in managing portfolios. In 2019, Nathan joined CAPTRUST as a Client Management Consultant, where they excelled in providing excellent service to clients. Nathan later transitioned to the role of Senior Associate | Financial Planning in November 2020. Overall, Nathan Webel has a strong background in financial planning, client management, and portfolio administration.

Nathan Webel, CFP®, completed their education at The University of Akron from 2011 to 2016, earning a Bachelor of Business Administration (BBA) with a focus on Financial Planning Services and Accounting. In February 2020, they obtained the Certified Financial Planner (CFP) certification from the CFP Board.