Nathan Leishman Featured in The Union
Nathan Leishman was featured in the “Money Matters” section of the November 11, 2019 issue of The Union. The story:
In 2017, Nathan Leishman was living in Cambridge, Massachusetts and working in downtown Boston. Leishman had been working in Boston for nearly a decade, investing in companies across Asia, Latin America, Africa, the Middle East, and Eastern Europe.
He received a call from Allen Ostrofe inviting him to join Ostrofe Financial Consultants, Inc. (OFC) in Grass Valley, California. Soon, Leishman and his wife Stephanie moved west.
“We brought Nathan onto OFC because of his comprehensive skills in investment management,” says Allen Ostrofe.
At OFC, Leishman draws on this experience in his current role advising individuals, families, and small business owners on their personal finances, investments, and retirement plans.
He and his wife Stephanie have enjoyed getting involved in the local community, including volunteering through several community organizations such as Rotary, the Church of Jesus Christ of Latter-day Saints, and the Grass Valley Chamber of Commerce.
“I love living in Nevada County because we don’t have to go far to go on a great hike or attend a film festival. The pines and oaks are beautiful, and we can gaze at the stars just by walking outside.”
Leishman stands out from most financial advisors because he is both a CERTIFIED FINANCIAL PLANNERTM (CFP) professional and a Chartered Financial Analyst® (CFA) charterholder.
What is a Certified Financial Planner?
A CFP® professional shows expertise with financial planning, tax planning strategies, insurance, estate planning strategies, and retirement. The designation is awarded by the CFP Board to those who pass the board’s exams, continue in ongoing education, fulfill the requirement of relevant work experience in the field, and demonstrate professional ethics.
What is a Chartered Financial Analyst?
The CFA charter is one of the greatest distinctions in the investment management profession. Earning the CFA charter takes four years of professional experience, an average of 1,000 hours of rigorous study, and successful completion of 18 hours of exams covering quantitative methods, economics, corporate finance, financial reporting and analysis, security analysis, and portfolio management.
Leishman’s Expertise
Leishman brings together expertise from worlds of investment management and financial planning to help clients. Financial planning involves working with clients to plan and prepare for the future. It is not just a matter of crunching numbers to find an optimal strategy. Leishman explains, “financial planning is personalized to an individual’s situation and objectives. What I like most about financial planning is organizing the ‘financial clutter’ for our clients and presenting simple strategies in an easy-to-understand way that they can implement in their lives.”
Leishman recalls working with a couple that were 15 years away from their target retirement date. They were not sure if they would be prepared financially for retirement. He sat down with them to discuss their current financial situation, including a large percentage of their net worth in a small business. After analyzing their total assets and liabilities, Leishman recommended a change to their investment portfolio to be more diversified across stocks, bonds, and real estate. He then worked with the couple to project income and expenses up to and through retirement to ensure they would be financially prepared for retirement. Finally, he provided an annual savings goal and recommended opening a 401(k) retirement plan through their small business to save in a tax efficient manner.
As you develop your financial well-being, decisions can get complicated. You might wonder why you should choose a Roth or traditional IRA, how to use education funds for your children’s future, how to set up a 401(k) plan for your small business, or what you need to retire. You have assets, liabilities, and your taxes and estate planning can start to seem complicated. You might not even know what you are missing in your financial plan. These are a few of the reasons that you may want to work with a financial advisor, who has your best interests in mind.
Contact Ostrofe Financial Consultants, Inc. for a complimentary introductory meeting at 530-273-4425.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ostrofe Financial Consultants, Inc., a Registered Investment Advisor and a separate entity from LPL Financial.
