Nate Wilinski, CFP®, is a Financial Advisor based out of our Atlanta office. He has worked as an advisor since 2017 and joined LongView in 2019. In addition to working with his own clients, Nate also partners with another LongView advisor, Kirk Licata, and they work together to serve clients.
Nate enjoys working alongside his clients to help them achieve their financial goals. He believes that financial planning is a process, not an event. He takes pride in providing a thoughtful, educational, and client-centric experience, focusing on retirement planning, cash flow optimization, tax reduction, and high-income savings strategies. Along with working with clients, Nate has serves as an active member of LongView’s Investment Committee and has done so since 2019.
Nate graduated from Goucher College in Baltimore, Maryland, where he double majored in Business Management and Economics. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2021 and continues looking for new learning opportunities.
When Nate is not working with clients or studying financial strategies, he likes to spend time coaching high school lacrosse, exploring the Georgia mountains, and sampling some of Atlanta’s renowned local breweries.
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.