Nathan Davis, CFP®, CFA

Nathan Davis is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2016. Nathan previously worked with a large institutional custodian as a planning & guidance consultant in their retirement plans division. His knowledge of retirement planning vehicles and insurance is a valuable asset to Aspen’s clients.

Nathan graduated from Virginia Tech with a degree in Applied Economic Management. He is active in the DFW Financial Planning Association and co-chairing the Next Gen committee. Nathan and his wife Emily are excited to make Fort Worth their home.

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