Nathaniel Hahn, CFP®
Certified Financial Planner®
Nathaniel grew up in the Northeast, spending his early childhood in Pennsylvania before his family moved to New Hampshire. While at college, he found a passion for economics and graduated with a bachelor’s degree in economics from Hobart and William Smith in upstate New York. Since planning and working with clients and families was important to him, Nathaniel achieved the CERTIFIED FINANCIAL PLANNERTM certification in 2006. Nathaniel went on to work for a multinational financial services company for twelve years, first as a trader assisting clients in selling financial investments, then earning a promotion after two years to their private client group, working on customized financial plans with their most valued clients.
Nathaniel understands that people work their whole lives to enjoy their retirement and also to make sure that their loved ones are taken care of; he takes pride in providing his clients—both individuals and businesses—with written financial plans that they are comfortable with, confident in, and that they understand. His priority is building a trusting relationship first and foremost. Getting to know their goals and circumstances allows Nathaniel to be an advocate for his clients, putting their interests first and aiding them in improving their financial situation—whether that means assisting clients who want to leave a legacy behind for their families, or assisting someone just beginning to plan for retirement. He is committed to being assessable to clients and making sure that things are done correctly the first time.
Growing up in New Hampshire helped Nathaniel develop a love for the outdoors. He enjoys anything that gets him outside—skiing, hiking, biking, fishing, camping, and golf. Along with his wife and two children, he spends time with his family giving back to the community in numerous ways, including helping their local senior center prepare and serve Christmas dinner and donating to Cradle to Crayons, a local charity that provides necessities to children and families living in homeless and low-income situations to help them thrive at home and in school.