Welcome to Teachers' Path Financial Planning
Empowering Teachers to Secure Their Financial Future
Are you a K-12 public school teacher looking to secure your financial future? You've come to the right place.
A fiduciary financial advisor, dedicated to helping teachers
We always put your interests first. No hidden agendas, and no pushy sales tactics.
Why Choose
Teacher’s Path?
01
Specialized expertise in educator finances
02
17 years of wealth management experience
03
Unique understanding of teachers’ financial challenges
04
Fiduciary commitment to putting your interests first
Here’s how we can help
Retirement Planning for
Educators
Investment
Management
Student Loan
Management
Tax Planning for
Teachers
Career Transition
Planning
Estate Planning for
Educators
My Promise To You:
“I’m not your typical financial advisor. As a first-generation college graduate who understands financial struggles, I’m committed to helping educators make better financial decisions. With my CFP and CIMA credentials, I bring a thoughtful, detail-oriented approach to your unique financial situation.”
Nathaniel Carswell, CFP® Professional and Founder of Teachers’ Path
