Nathaniel M. Donohue CFP®, RICP®, CLU®, CLTC®'s Linkedin Analytics

Building a world-class wealth management company, and having a ton of fun on the journey! 15+ years of experience in the finance industry, and co-founder of Consilio Wealth Advisors. CWA is one of the largest and fastest-growing independent wealth management companies that is solely focused on serving tech executives with significant equity compensation. ***The views & posts found on this profile are my personal opinion and do not reflect the beliefs of any business or professional organization I am associated with. ***Consilio Wealth Advisors, LLC, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients nationally.