Nate Hintz is a financial planner at Insight Wealth Strategies in San Ramon, CA. His primary areas of expertise are retirement, investment, estate, asset preservation, and tax reduction strategies. He is dedicated to understanding his clients’ needs and goals in order to develop tactical, comprehensive financial solutions.
Nate began serving as a financial advisor in 2006 and has maintained a focus on delivering strategic planning advice designed to help his clients accumulate, retain, and transfer wealth. He learns about their financial aspirations and insightfully creates financial plans to assist them in achieving those goals. His clients appreciate his clear explanations of investment concepts.
Prior to joining Insight, Nate worked at Merrill Lynch as a financial advisor providing financial planning and guidance to clients of Bank of America in Silicon Valley. He earned recognition for his success through multiple achievements of the Above and Beyond Award. Nate also enjoyed supporting his local community as the community service coordinator.
Originally raised in Peru and Ecuador by American parents, Nate moved to California in 2001. He studied Business Management Economics at Westmont College in Santa Barbara and the University of California, Santa Cruz. He can often be found hiking and mountain biking with his German Shepherd dog along the California coast in the redwood forest reserve areas. He is always looking out for interesting international travel opportunities.