Nathan Choe, CFP®, ChFC®, CLU®, RICP® in

Nathan Choe, CFP®, ChFC®, CLU®, RICP®

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Financial Advisor at Northwestern Mutual
📍 Los Angeles Metropolitan Area, United States

Nathan Choe is a Wealth Management Advisor and Growth Development Director at Northwestern Mutual, holding CFP®, ChFC®, and RICP® designations. A Johns Hopkins University graduate, he leverages his background as a teacher to educate clients, specializing in financial planning for teachers, engineers, attorneys, and doctors across the country.

Originally from Southern California, Nathan began his career as a high school math teacher with Teach for America in Baltimore. This experience shaped his educational approach to financial planning, where he values building deep and lasting relationships with his clients to help them feel confident in their decisions.

His career in finance was inspired by his own positive experience as a client of Northwestern Mutual while he was still a teacher.

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Experience
13 Years
Current Role
Financial Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Nathan cares about

Financial Education
His background as a teacher deeply influences his client work, as he believes his primary role is to educate people so they feel confident in their financial decisions.
Retirement Planning
He holds the Retirement Income Certified Professional (RICP®) designation and focuses on creating tax-efficient income strategies to help clients retire confidently.
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Career

Work history

5-2016
Financial Advisor
Northwestern Mutual
8-2015 - 5-2016
9th Grade Algebra I Teacher
Baltimore City Public Schools
1-2014 - 3-2015
SAT Math Teacher
Capital Educators
6-2012 - 8-2013
Senior Legislative Intern
Senator Ted W. Lieu
6-2012 - 1-2013
Intern
Congresswoman Janice Hahn
In the press

Media appearances

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Education
2015 - 2016
Master of Education (M.Ed.)
Johns Hopkins University School of Education
2013 - 2015
Bachelor of Arts (BA)
The Johns Hopkins University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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