Nate Leung

Seeing someone enjoy the benefits of a plan I've worked on in the past is a constant encouragement.

Nate is quietly working behind the scenes assisting in putting together the pieces of a financial plan for our clients. A graduate of San Jose State University, we were lucky to have him join the firm when he decided to relocate to the Sacramento area. His areas of focus are assisting financial professionals with the administrative side of retirement and investment planning. He is always looking for creative ways to assist our team with developing strategies for our clients to be able to reach their goals and objectives. His attention to detail and ability to step in and help out wherever needed make him a valuable part of the team.