About Nathaniel Carswell
About
Nathaniel Carswell, CFP®, CIMA®
Founder of Teachers’ Path Financial Planning
Hi, I’m Nathaniel. Growing up as the youngest of four in a working-class family, I saw firsthand the toll financial insecurity can take. That experience ignited my passion for financial planning and a desire to help others build a more secure future.
I’m a first-generation college graduate who knows what it’s like to overcome financial challenges and student loan debt. With 17 years of wealth management experience, including serving as COO at an RIA with nearly $1 billion in assets under management, I’m now committed to using my expertise to empower educators.
My Passion: Helping Teachers
After years of working with high-net-worth clients, I realized my heart was in helping those who truly needed and deserved expert financial guidance – teachers. You dedicate your lives to shaping the future, and you deserve a secure financial future of your own.
I firmly believe that comprehensive financial planning shouldn’t be exclusive to the wealthy. It’s a crucial process that can significantly increase your chances of achieving your financial goals. I’m here to make that possible for teachers.
My Certifications
Our Approach at
Teachers' Path
We understand the unique financial landscape of educators. Many teachers are overly reliant on their pensions and may not fully understand their benefits package. Sadly, some fall prey to unethical sales practices from self-serving brokers.
That’s where we come in. At Teachers’ Path, we offer:
- Thoughtful, Detail-Oriented Financial Planning: We take the time to understand your unique situation and craft a personalized plan that aligns with your goals.
- Education and Empowerment: We believe knowledge is power. We'll educate you on the financial concepts you need to make informed decisions.
- Transparent, Ethical Advice: As a fiduciary, we always put your interests first. You can trust our advice is unbiased and objective.
- Expertise in Educator Finances: We specialize in the intricacies of teacher pensions, 403(b) plans, and other educator-specific financial matters.
What Sets Us
on Apart
- Deep Expertise: My certifications as a Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) provide me with the expertise to help you reach your financial goals. We'll assess your needs, manage your risks, and fine-tune your plan along the way.
- Fiduciary Commitment: We are legally bound to act in your best interests at all times. No hidden fees, no conflicts of interest.
- Relatable and Approachable: We're not about fancy suits or stuffy meetings. We offer a comfortable, judgment-free environment where you can have open and honest conversations about your financial future.
My Promise to You
“I’m not a flashy salesperson. I’m a dedicated professional who will provide you with a thoughtful, detail-oriented approach to your financial planning. My goal is to be your trusted partner, empowering you to make smart financial decisions and achieve lasting security.
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