Nate Wall
Nate joined The Vita Companies in July, 2003. His objective is to design and implement optimum retirement plan solutions for clients. Nate started his retirement planning career in 1996 and has extensive experience working with a variety of retirement plan scenarios, including 401(k) plans, 403(b) plans and Non-Qualified plans. In addition to working with corporations on designing, implementing, communicating, and facilitating their retirement plans, he also assists individual clients with their retirement goals and investment portfolios.
Nate has a Bachelor of Arts in Economics from San Jose State University and is licensed as a California State Life Agent. In addition, he holds Series 7, Series 65 and Series 63 securities licenses.
California Department of Insurance License #0581175
Securities offered through Liberty Group, L.L.C.
Member FINRA, SIPC, MSRB, Registered Investment Advisor
