Walnut Creek, California Office

1333 N California Blvd
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Nathan Rogers

Nathan Rogers, JD, MLS, CMT®

Vice President

Walnut Creek, California

  • 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.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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