Nate Archuleta from our Colorado Springs office explains what a fiduciary is and why you should be sure your advisor is one in today’s mini-episode.
Host: Nathan M. Archuleta, CFP®, AIF® | Senior Advisor
Nathan is passionate about serving individuals, families, and business owners and feels called to lead clients towards achieving long-term financial fitness and contentment.
Nathan is a graduate of the University of Colorado at Boulder, where he earned a Bachelor’s degree in Economics, and he has also obtained a Master’s Certificate from the College for Financial Planning. Nathan's background and understanding of Economics, along with a comprehensive approach to financial planning, helps connect the developments in the world around us with concerns clients may have about their investments and life goals. This insight helps to maintain perspective around long-term goals and the importance of creating a plan and sticking to the strategy.
Nathan is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and is an Investment Advisor Representative of Commonwealth Financial Network. Nathan is also licensed in life, health, and long-term care insurance.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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