Nate LaBombard

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CRPC®

Client Service Specialist

Goldstein Advisors
2501 Parmenter Street, Suite 100A
Middleton, WI. 53562-2673

Office: 608-831-3230
Toll Free: 877-640-6894
Fax: 608-831-3235

nate.labombard@goldsteinadvisors.com

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Bio

Nate joined Goldstein Advisors in 2019 not long after obtaining his finance degree from the University of Wisconsin-Eau Claire. With a strong passion for helping others and a drive to provide the best service possible, Nate enjoys the diversity that each day brings in his role as a client service specialist. From preparing paperwork and gathering information for meetings to assisting clients over the phone and various administrative duties, each day brings something different.

Nate chose a financial services career because he feels this highly competitive field continually pushes him to not only keep learning but also become the best version of himself. As he gains knowledge along each step of the journey, he enjoys passing this knowledge to others and seeing how it positively impacts their lives. From their first house, parenthood, graduation, retirement and everything in between, experiencing these exciting moments with clients has the added benefit of building strong relationships.

With his passion for learning, Nate is currently pursuing the CFA^® designation, and plans to follow that with the CFP^® and possibly a masters degree in financial planning or business. His dedication, motivation and persistence drive him to continually excel.

Nate grew up in a small town with a very large family, including eight brothers and sisters. His small school afforded him the opportunity to play multiple sports, including basketball and football, and he loves being able to mentor younger athletes. In fact, Nate still volunteers as a coach for his high school’s football and basketball teams.

In his free time, Nate enjoys spending time with family. He especially loves traveling to Crivitz, WI, to visit his aunt for boating, great food and games, or traveling to Phoenix to visit his brother. Some of his favorite memories are made outdoors — hiking, tubing, grilling, boating and playing cards or board games. He follows the Bucks, Badgers and Packers and likes watching sports in general. You can also find Nate reading a good book or seeking to expand his knowledge of finance.

Nate believes in giving back to his community and has participated in Feed My People, Junior Achievement, tutoring, and serving food at homeless shelters.

Certifications

Chartered Retirement Planning Counselor (CRPC^®)

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Nate LaBombard

Bio

Certifications

Madison Office

Hours