
Nate Leung
Financial Advisor
Seeing someone enjoy the benefits of a plan I've worked on in the past is a constant encouragement.
After graduating from San Jose State University and relocating to the Sacramento area, Nate joined North Star Financial Partners as a project manager. After a few years of quietly working behind the scenes, he quickly gained the experience and knowledge to begin collaborating with clients to help them reach their goals and objectives. His areas of focus are in portfolio and retirement planning analysis as well as tax planning. His background playing competitive junior golf shaped his mindset to continually find ways to improve his skills and this mindset has continued through his work. Outside of the office, you can find him fine-tuning his golf game.
Education
San Jose State University
Bachelor of Science - Finance
Licenses
FINRA Series 7 and 66
Licensed Tax Preparer
Favorite Sports Team
Los Angeles Lakers
Around His Desk
Post-It Notes Everywhere
Sport Played in High School
Golf