Financial Advisors
Charlotte, NC
Nathan Weir is a CFP® certified financial planner in Charlotte specializing in comprehensive financial planning, investment management, and retirement strategies for individuals and families. With credentials including AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional), he provides personalized guidance to help clients build and protect their wealth. His practice focuses on creating detailed financial plans tailored to each client's unique goals and circumstances.
Ideal for: Pre-retirees and retirees, High-net-worth individuals, Families seeking comprehensive financial planning, Business owners
Service area: Charlotte, NC and surrounding areas
CFP® Certified Professional: Nathan Weir holds the Certified Financial Planner credential, demonstrating advanced education and ethics standards in financial planning.
Accredited Investment Fiduciary: AIF® designation ensures fiduciary responsibility and adherence to a strict code of ethics when managing client investments.
Retirement Income Specialist: RICP® credential reflects specialized expertise in retirement income planning strategies and longevity considerations.
Address: 13777 Ballantyne Corporate Pl Suite 550, Charlotte, NC 28277
Phone: (704) 643-0136
Website: capfscharlotte.com
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