Nathan Levin CFP®
Registered Sales Assistant
Nathan is a graduate of Miami University, Ohio, receiving a Bachelor of Science degree in Economics in 2016. He joined the Team at Traverse Financial Solutions in 2024 bringing with him 8 years of experience in the financial services industry. Nathan holds the designation of CERTIFIED FINANCIAL PLANNER™ and firmly believes in always acting in the best interest of our clients. He is currently working on a master's degree in accounting and taxation.
Supporting the Team, helping clients with all aspects of financial planning, providing value to both with knowledge of tax planning and client services are important to Nathan and his role at Traverse Financial Solutions. Nathan and his wife, Gabby, live in Highland Park, where together they enjoy playing golf, board games with friends and family and cooking
for a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice