LPL Financial
Nate Hintz is the Vice President of Wealth Management at LPL Financial, where since March 2020, specialization has been in providing comprehensive, fee-based financial planning for small business owners and employees of Lawrence Livermore Lab and Chevron in the San Francisco Bay Area. With extensive experience in designing retirement income strategies for high-net-worth individuals, Nate aims to sustain lifestyles throughout retirement while mitigating estate and income taxes. Previous roles include serving as a Financial Planner at Insight Wealth Strategies and Lincoln Financial Advisors, and as a Financial Solutions Advisor at Merrill Lynch, where recognition was received through multiple Above and Beyond Awards. Nate's financial career began as an Independent Financial Advisor at LPL Financial, following a role at First Investors Corporation. Educational credentials include studies at the University of California, Santa Cruz, and Westmont College.
This person is not in any teams
This person is not in any offices
LPL Financial
44 followers
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.