I’m Nathan Sorkin, Associate Wealth Advisor at Stratos Private Wealth, San Diego.
I joined Stratos Private Wealth in 2019, where I've had the opportunity to guide clients through important financial decisions and develop comprehensive financial plans tailored to their unique goals. I’m passionate about helping individuals and families make confident financial decisions through personalized planning and thoughtful wealth management. My goal is to build lasting relationships while creating strategies that help clients achieve what matters most to them.
I earned my Bachelor of Science in Finance from San Diego State University and became a CERTIFIED FINANCIAL PLANNER™ (CFP) professional to further my commitment to delivering knowledgeable, client-focused advice. My interest in the capital markets began during my freshman year of college and has continued to grow throughout my career as I expand my expertise across every aspect of the wealth management industry.
As a San Diego native and proud North County local, I value building long-term relationships and serving the community I call home. Before beginning my career in financial services, I worked as an ocean lifeguard in Del Mar, an experience that strengthened my commitment to helping others and ultimately inspired my career in wealth management.
Personal Interests
When I'm not working with clients, you'll usually find me enjoying everything the Southern California lifestyle has to offer. I'm an avid surfer and lifelong ocean enthusiast who enjoys staying active, traveling, attending live music events, and spending quality time with friends and family.
Specialties
Financial Plan Development
Retirement Planning Analysis
Tax-aware Planning Support
Investment Portfolio Support
Lead Advisor Support
Estate Planning Coordination
Risk Management Analysis
Education
San Diego State University, Bachelor of Science in Finance
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