Nathan Faith in

Nathan Faith

Collaborator · DISC type is
Wealth Management Advisor at Boulay
📍 Greater Minneapolis-St. Paul Area, United States

Nathan Faith is a CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Partner at Boulay, where he has advised clients since 2010. He specializes in tax planning, investment management, and estate planning, and is also an Adjunct Professor for the Capstone Course in Minnesota State University, Mankatos Financial Planning Certificate Program.

Outside of work, Nathan enjoys spending time with his family, running, fishing, and camping, particularly in the Boundary Waters. He is an active member of his community, serving on the Advisory Council for Minnesota State University, Mankatos Financial Planning Program and as a member of Faith Lutheran Church in Waconia.

Unique fact: Nathan is a U. S. Army veteran and was deployed to Iraq with the “Red Bull” brigade in 2006-2007.

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Experience
15 Years
Current Role
Wealth Management Advisor
Job Level
Middle
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Nathan shows up

Consensus Builder
Appreciative
Fair-minded

They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Priorities

Topics Nathan cares about

Holistic Financial Planning
His entire career since 2010 has been dedicated to comprehensive wealth management, including investment, tax, and estate planning for clients at various life stages.
Tax Strategy
A core specialty mentioned in his professional profile; he personally prepares and reviews tax returns for many of the firm’s clients.
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Career

Work history

6-2020
Wealth Management Advisor
Boulay
6-2018
Senior Wealth Manager
Boulay
5-2010
Financial Advisor
Boulay
In the press

Media appearances

Nathan Faith - Boulay Group. Featured in Boulay Group
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Education
2007 - 2010
Bachelor’s Degree
Minnesota State University, Mankato
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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