Nathan Stoker, CFP®, CSRIC®

Associate Director, Wealth Advisor

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 (CSRIC®) designation.

Having grown up in Hawaii, Nathan enjoys outrigger canoe paddling, cycling along the coast, and exploring Santa Barbara with his wife, Grace.

We use cookies to improve your web experience, analyze site usage, and deliver personalized content to you. Some cookies are essential to site functionality, others are optional and help us see how the site is used or allow us to better service you.  By clicking “Accept” you are accepting all cookies. To better understand how cookies are used by us or to opt-out, visit Terms of Use.