Nathan Archuleta Email & Phone Number
VP, Senior Financial Advisor @ Summit Wealth Group
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Nathan Archuleta Location
- Colorado Springs, CO, US
Nathan Archuleta Work
- 2011 -now VP, Senior Financial Advisor @
- 2010 -2011 Advisory Client Manager @ T. Rowe Price Investment Services
- 2005 -2010 Retirement Specialist @
Nathan Archuleta Education
- College for Financial Planning
Certified Fianncial Planner - Certification Professional Education Program (Financial Planning and Services)
2014-2016 - University of Colorado at Boulder
Bachelor of Arts (B.A.) (Economics)
2000-2005 - Manitou Springs High School
High School
1998-2000 - Coronado High School 1996-1998
Nathan Archuleta Skills
- Alternative Investments
- Series 63
- Strategic Financial Planning
- Investment Strategies
- Strategic Financial
- Investments
- Accredited Investment Fiduciary
- Accredited Investment
- Retirement
- 401k
- Asset Allocation
- Mutual Funds
- Series 7
- Retirement Planning
- Wealth Management
- Investment Management
Nathan Archuleta Summary
- Nathan Archuleta, based in Colorado Springs, CO, US, is currently a VP, Senior Financial Advisor at Summit Wealth Group. Nathan Archuleta brings experience from previous roles at T. Rowe Price Investment Services and T. Rowe Price. Nathan Archuleta holds a 2014 - 2016 Certified Fianncial Planner - Certification Professional Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Series 63, Strategic Financial Planning, Investment Strategies, Strategic Financial and more. Nathan Archuleta has 1 emails and 1 mobile phone numbers on RocketReach.
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