Nathan P. Billigmeier
Nathan has been working in the financial services industry since 2002, bringing more than 23 years of experience to Towerpoint Wealth. He began his career as a teller for Wells Fargo Bank, and quickly advanced to the role of personal banker one year later. He transitioned to the wealth management and investment industry in 2010, where he interned as an analyst for Wells Fargo Advisors while completing his Bachelor of Arts Degree.
In addition to his duties as a wealth advisor, Nathan also manages Towerpoint Wealth’s investment research, trading, and technology platforms. He spends time researching and consulting on the design and implementation of available investment products and solutions, including portfolio model management as well as strategic and tactical rebalancing. Nathan is currently working towards obtaining his CIMA® designation from the Investments and Wealth Institute.
Nathan is originally from Grass Valley, CA and graduated from Bear River High School in 2001. He attended California State University, Sacramento where he graduated in 2010 with a Bachelor’s Degree in Economics and a minor in Business Administration. He and his wife Jessica have been married since the summer of 2016, and are proud parents to three wonderful boys, 8-year-old Ethan, 5-year-old Grayson, and 1-year-old Caleb.
In his spare time Nathan enjoys golfing, camping, biking, running, and generally any activity that involves the outdoors.
Information
- Call : (916) 405-9170
- E-mail : nbilligmeier@towerpointwealth.com
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At Towerpoint Wealth, our team of experienced professionals is committed to guiding you toward financial success. With a client-first approach, we combine expertise, integrity, and personalized care to provide comprehensive wealth management solutions tailored to your unique needs.
