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Nathan See

Nathan See

Financial Analyst

Nathan has been an analyst with Plaza Advisory Group since 2002 when he graduated from the University of Missouri – St. Louis with a Bachelors of Science in Business Administration with an emphasis in Finance. Nathan maintains the client reporting system used to provide in-depth analysis and reporting to clients and their advisor.  He also provides Cash Flow Analysis for clients seeking advice on retirement needs and goals.

Nathan enjoys helping clients navigate the transition into retirement and watching the hard work of all parties pay off when there is an efficient retirement plan in place. He holds his Series 7 and 66 securities licenses and when not in the office, Nathan enjoys contributing to outdoor conservation efforts, hiking, mountain biking, nature and animals.