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    Nathan Brown, CFP®

    Wealth adviser for high net worth individuals and families

    Nathan Brown, CFP® is a Senior Vice President and Wealth Advisor at Farther. He leads a virtual family office team and specializes in creating personalized financial solutions for his clients.1

    Professional Background

    Nathan has extensive experience and qualifications in the financial industry:

    • He holds multiple professional designations, including CFP®, ChFC®, CLU®, and RICP®.1
    • He earned an MBA in Finance from Babson College and an MS in Financial Services from The American College.1
    • Additionally, he has an MS in Materials Science & Engineering from the University of Washington.1

    Areas of Expertise

    Nathan's areas of expertise include:

    • Tax strategies
    • Equity compensation
    • Retirement planning
    • Philanthropy
    • Estate planning1

    Personal Life

    Based in Portland, Oregon, Nathan enjoys an active lifestyle outside of work. He is passionate about outdoor activities such as cycling, running, camping, and hiking in the Pacific Northwest. He often prepares for half-marathons and century bike rides near Portland.1

    Nathan started his position as Senior VP at Farther in 2019, as indicated by a LinkedIn post he shared about starting a new role.2

    Highlights

    Fortera Credit Union appoints Nathan Brown as chief financial officer
    Fortera Credit Union appoints Nathan Brown as chief financial officer

    Related Questions

    What inspired Nathan Brown to transition from the credit union industry to Farther?
    How does Nathan Brown's background in materials science influence his financial planning approach?
    What are some unique strategies Nathan Brown uses in retirement planning?
    How does Nathan Brown balance his professional and personal life?
    What makes Nathan Brown's approach to financial planning different from others?
    Nathan Brown, CFP®
    Nathan Brown, CFP®, photo 1
    Nathan Brown, CFP®, photo 2
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    Location

    Portland, Oregon Metropolitan Area