Nathan Sorkin, CFP® — Wealth Advisor · Stratos Private Wealth

Nathan Sorkin, CFP® — Wealth Advisor · Stratos Private Wealth · Encinitas, California, United States.

Direct contact

No direct contact on file for Nathan yet.

Experience

Wealth AdvisorCurrent
Stratos Private Wealth · San Diego, CA
Aug 2026 – Present
Lifeguard
City of Del Mar · San Diego, California, United States
May 2019 – Feb 2023

Education

San Diego State University — Bachelors of Science - BS, Finance

Skills

Retirement PlanningTax PlanningInvestment ManagementFinancial PlanningFirst AidEmergency ResponseOcean RescueMicrosoft OfficeTime ManagementTeamworkLeadership

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