Nathan Hatton Walsh, FBS®
How I Like to Work With People
I enjoy working with clients who like to be involved in all aspects of their financial decisions versus having me just tell them what to do.
Why I became a wealth advisor
As a child, my mother would take to me volunteer and senior citizen centers in and the Veteran’s Administration which created a foundation of caring for others above yourself. As an adult I have continued in working with the people of need via meal delivery, working in halfway houses. As one of the founding principles, I helped launch our charitable foundation which donates profits to various charities across the US. One my central tenets as a managing principal, is to place other’s needs as priority over yours.
“The difficulty lies not so much in developing new ideas as in escaping from old ones.”
– John Maynard Keynes, British economist
I am an Active Member of These Professional Organizations:
Rhodes College, BA in History
Graduate Certificate in Financial Psychology and Behavioral Finance, Creighton University Heider College of Business
- Certified Financial Behavior Specialist™ (FBS®)
Brief Employment History
- Merrill Lynch and in several Registered Investment Advisor firms where I worked as Chief Financial Officer, Director of Asset Management and Chief Compliance Officer
648 Chenery St
San Francisco CA 94131