Nathan D. Corroy

Background

About Nathan D. Corroy

As Director of Financial Planning at Richardson Financial Group, I provide comprehensive wealth planning and management to our clients with an emphasis on delivering well-reasoned and focused solutions to complex financial matters. From my perspective, wealth management encompasses much more than simply managing investment assets and should include a cohesive and comprehensive approach that also addresses income taxes, life insurance, retirement planning, estate planning, and all other facets of a client's financial world.I am a graduate of the Personal Finance program at the University of Wisconsin - Madison, which was registered with the Certified Financial Planner® Board of Standards and allowed me to obtain the CFP® designation following graduation. In addition to this, I have earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute.Prior to joining Richardson Financial Group, I was the Financial Planning Manager for an independent Registered Investment Advisory firm in Minneapolis, MN where I provided comprehensive personal and estate planning services to clients.My breadth of experience and education along with a successful history of providing sound advice to clients with a wide variety of backgrounds has given me a sincere appreciation for the complex financial issues being faced by individuals today. It is this perspective that shapes my approach to managing wealth for our clients and guiding individuals toward their financial goals.At Richardson Financial Group, we have developed a team of expert specialists who excel at meeting the wealth management needs of our diverse range of clients. We are always looking to grow and would appreciate the opportunity to connect with you and others in your network.