Nathan Stoker is an Associate Director, Wealth Advisor at Cresset. He works with ultra-high-net-worth individuals and families to develop thoughtful investment, planning, and wealth strategies tailored to their complex financial lives. With over a decade of experience in the wealth management industry, Nathan helps clients make informed decisions around portfolio strategy, long-term planning, and multigenerational wealth considerations.
Prior to joining Cresset, Nathan began his career as a Wealth Strategist at UBS in Beverly Hills, where he developed client portfolios and investment plans. He later joined a boutique RIA in Los Angeles as a founding team member and Wealth Advisor, delivering holistic advice that included investment strategy, estate planning, and charitable planning.
Nathan earned his Bachelor of Science in finance from Pepperdine University. He is a Certified Private Wealth Advisor® (CPWA®) and a CERTIFIED FINANCIAL PLANNER® professional. He also holds the Chartered SRI Counselor™ (CSRIC®) and Certified Tax Specialist (CTS™) designations and is a member of the Investments & Wealth Institute.
Having grown up in Hawaii, Nathan enjoys exploring the Santa Barbara coast with his wife, Grace, and their golden retriever, Scout.