Certified Financial Planner™
Accredited Investment Fiduciary
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 Contributions
How do you create a retirement income strategy that you can feel confident about? Nate Ritchison, CFP®, AIF®, Senior Financial Planner at Pure Financial Advisors, breaks it down into easy steps to follow for a successful strategy. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure […]
Nate Ritchison, CFP® explains how the Roth IRA and traditional IRA retirement savings accounts differ when it comes to tax treatment and required minimum distributions. NEW IN 2020: The age to begin required minimum distributions (RMDs) has changed from 70½ to 72. Transcription: “The question I often get when I meet with clients is, “what’s […]
Nate Ritchison, CFP® of Pure Financial Advisors explains what a real estate investment trust or REIT is and what the advantages and disadvantages are for different types of REITs. Transcript: So if you’ve decided to invest in real estate, there are a couple of ways to do this. The first is obvious. It’s a direct […]