Nathan Mitchell, CFP®, ChFC® in

Nathan Mitchell, CFP®, ChFC®

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Partner at Smith-Kastner Wealth Management,LLC
📍 Pike Road, Alabama, United States

Nathan is a Partner and CERTIFIED FINANCIAL PLANNER™ at Smith-Kastner Wealth Management. A Cum Laude Finance graduate from the University of Montevallo, he holds Series 7 and 66 licenses and specializes in creating financial plans for individuals, families, and business owners to help them achieve their goals.

Outside of work, Nathan enjoys spending time with his wife and two daughters, playing golf, and engaging in outdoor activities. He is a former student-athlete, having played as a pitcher for the University of Montevallos baseball team while earning his degree. He is also a native of Alexander City, Alabama.

Unique Fact: Before his career in finance, Nathan worked as a Veterinary Technician at an animal care center.

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Experience
16 Years
Current Role
Partner
Location
Pike Road, Alabama, United States
Personality Overview

How Nathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Nathan cares about

Holistic Financial Planning
As a CFP® and ChFC®, he is focused on helping individuals, families, and business owners achieve their long-term financial goals.
Investment Management
As a Partner and licensed investment advisor, he helps clients navigate markets to build and preserve their wealth.
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Career

Work history

7-2025
Partner
Smith-Kastner Wealth Management,LLC
5-2018
Financial Advisor
Smith-Kastner Wealth Management, LLC
8-2014 - 5-2018
Student Athlete
University of Montevallo
5-2017 - 8-2017
Intern
Smith-Kastner Wealth Management, LLC
5-2008 - 12-2016
Veterinary Technician
Animal Care Center
In the press

Media appearances

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Education
2014 - 2018
Bachelor
University of Montevallo
2010 - 2014
Education details unavailable
Benjamin Russell High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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