Nathan Woods, CFP

Nathan Woods, CFP

Nathan Woods is a managing partner with Jefferson Financial Group and has obtained his Certified Financial Planner™ designation. The CFP® designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. Nathan is also required to uphold the CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

As a CFP® professional, Nathan believes in a holistic financial planning approach. He begins by learning a client’s goals and objectives, working with the client to gather necessary data for a comprehensive analysis and evaluation of possible solutions. Each client is presented with a personalized financial plan, along with alternative options. Nathan believes in providing a high level of service, which includes frequently meeting with the client to review their financial plan and discuss any possible changes.

A native of Pittsburgh, Nathan graduated from Pennsylvania State University in 2009. In addition to the CFP® certification, Nathan holds his securities licenses (Series 7, Series 66) and his Pennsylvania insurance license. He is a Registered Representative with Lincoln Financial Securities Corporation, Member SIPC. Through his many professional affiliations, Nathan frequently attends monitored continuing education courses focusing on the latest financial planning  topics.