Nate Spohn, CFP®
Managing Director, Financial Advisor
Nate has dedicated his career to helping individuals and their families with planning their financial future. A graduate of the University of Delaware, Nate holds his Certified Financial Planner® designation and his series 66 license held with LPL Financial. The Series 66 is also known as the North American Securities Administrators Association (NASAA) Uniform Combined State Law Examination and is administered by FINRA.
As Managing Director of Spohn Partners, Nate is passionate about helping his clients and their family members work towards addressing their goals with strategic financial planning and discipline. Nate works with clients throughout the country.
Originally from Pennsylvania, Nate currently resides in Haddonfield, NJ with his wife, Bridget, and daughter, Emma. In his spare time, Nate enjoys golfing, watching his daughter play sports, and spending time with his extended family – including 10 nieces and nephews.