Contact Information
Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
As a Certified Financial Planner™ professional, Nate through proactive planning and management helps individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their retirement goals. Since 2002 he has been responsible for leading clients through the wealth management process, which includes guiding clients from goal setting to the creation and implementation of their full financial strategy.
Prior to joining Pure Financial Advisors, Nate was the lead financial planner and a member of the investment committee of a local investment advisory firm in San Diego. Nate brings his planning expertise and knowledge of the client strategies to each financial decision. Nate is an active member in the Financial Planning Association (FPA) of San Diego where he has served as the Director of Public Awareness. He also established a local community of young financial planners called NexGen, aimed at transitioning knowledge from the pioneers of financial planning to the next generation of planners. He is a resource for the local media and has collaborated with the San Diego Union-Tribune several times.
Born and raised in San Diego, Nate attended San Diego State University, where he earned a B.S. in Finance. He actively gives back to his native city by fundraising for multiple non-profit organizations supporting Alzheimer’s care, in addition to participating in numerous pro-bono activities to increase financial literacy in the community. In his free time, Nate enjoys spending time with his wife and their two children.
Nathaniel's Latest Contribution
Nate Ritchison, CFP® outlines a few of the factors to consider when choosing between the lump sum payout or monthly annuity payments when collecting your pension – like other retirement income resources and assets, your life expectancy and family longevity, and the financial health of the pension plan and the company. Transcript: Recently, we received […]
You’ve heard the phrase, “don’t put all your eggs in one basket?” In this video, Nate Ritchison, CFP® explains how portfolio diversification is the concept of spreading your eggs – that is, your investments – across many baskets, or asset classes, to limit the damage when some of the baskets fall.
Nate Ritchison, CFP® explains the differences between two commonly-used retirement accounts: the Roth IRA and the traditional IRA. Transcription: “The question I often get when I meet with clients is, “what’s the difference between a traditional IRA and a Roth IRA?” Well, let’s discuss the similarities and the differences between the IRA’s. The similarities are, […]
