Nathan Rogers, JD, MLS, CMT®

• Nathan Rogers has over 17 years of experience in the field of wealth management as both an advisor and a leader of advisors.

• Nathan entered the world of financial planning because of his belief that goals without specific and measurable plans are only dreams. He believes that Financial Planning is the process of building and measuring your objectives and turning them into actionable plans to potentially help you achieve your goals. Nathan feels that a key part of an advisor's work is to proactively look for opportunities that could improve clients’ situations.

• Nathan obtained a JD from Cal Northern School of Law, placing a personal emphasis on understanding concepts of estate planning. He is also a Chartered Market Technician®, the premier professional designation for technical analysts of the financial markets.

• Outside of his passionate work as an advisor, Nathan is the father of four amazing children, the stepfather of four more incredible ones, and the husband of a very talented singer and director. His hobbies include music, writing, traveling, fishing, Constitutional Law, and the Great Outdoors.

Client Testimonial:

• "After interviewing several prospective advisors, all of whom were impressive and seemed quite competent, I chose EP Wealth. In addition to their overall presentation, EP Wealth clearly differentiated itself from the others due to the personal qualities of their representative, Nathan Rogers.
  
  Nathan, while very congenial on a personal level, is clearly superior when it comes to talking about, and especially explaining, investments and financial planning. He’s a natural born teacher with a 'wealth' of financial expertise, and those qualities have greatly enhanced my experience with EP Wealth. My investment results, so far, have been excellent and my portfolio has been rearranged to much better reflect my financial goals." (1)
  - John B., Client, 9/8/2025