Nathan Stoker is an Associate Director, Wealth Advisor at Cresset. He provides tailored investment analysis, financial planning, and wealth strategy to ultra-high-net-worth individuals and families.
Before joining Cresset, Nathan began his career as a Wealth Strategist at UBS in Beverly Hills, where he constructed client portfolios and investment plans. After that, Nathan was a founding team member at a boutique RIA in Los Angeles, where he served as a Wealth Advisor, providing holistic financial advice, including estate and charitable planning.
Nathan earned his Bachelor of Science degree in finance from Pepperdine University and is a CERTIFIED FINANCIAL PLANNER®. He also holds the Chartered Socially Responsible Investing Counselor designation.
Having grown up in Hawaii, Nathan enjoys exploring the Santa Barbara coast with his wife, Grace, and their golden retriever, Scout.