Nathan Wilmot, CFP®, CLU®, CHFC®
Nathan is a Certified Financial Planner who began his career in 2004 after graduating from Marietta College with a BA in Management and a minor in Economics. He is a partner of Lakeview Wealth Management.
As an Independent advisor who also acts a fiduciary, he is able to offer a wide breadth of products and services and not tied to only a few companies’ products. His practice is focused on helping successful families and small business owners towards achieving financial independence. He helps clients achieve this through a thorough fact-finding process and needs-based strategies. He has extensive experience in financial planning, investment management programs, wealth accumulation, and insurance protection.
As a lifelong Cleveland native, Nathan enjoys golfing, basketball, and cooking. He is actively involved in coaching his daughter in many various sports.