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Nathan Heinlein,
Financial Consultant
Nathan is a part of the Financial Planning Department, which is responsible for helping clients manage both their short term financial needs and long term wealth goals.
Since graduating from Wofford College in 2021 with a Bachelor’s Degree in Finance, he now applies his education to the creation of comprehensive financial plans. Nathan enjoys collaborating with Commonwealth’s dedicated team and assisting clients in the pursuit of their goals and financial independence.