Nathaniel Dodd

CFP^®, MBA

Senior Wealth Advisor

Scottsdale, Tucson

"I love working in a capacity that helps people align their finances with their values. Everyone has a unique set of circumstances and experiences and, therefore, there is no one-size-fits-all solution. It is extremely fulfilling and is a great honor to walk alongside clients on this journey."

As a Senior Wealth Advisor at Mission Wealth, Nathaniel Dodd collaborates closely with his team to provide comprehensive financial planning services to clients. His primary responsibilities include conducting thorough analyses of client data, crafting personalized financial plans, and supporting wealth management reviews and year-end reporting. By leveraging his expertise and deep understanding of the financial landscape, Nathaniel plays a critical role in helping Mission Wealth clients achieve their financial goals.

Learn About Nathaniel Dodd

Professional Background

Nathaniel began his career in the financial services industry in 2018 at a wealth management firm located in Scottsdale, Arizona. During his five-year tenure he worked closely with clients to build comprehensive financial plans.

Nathaniel’s academic background includes a Bachelor’s Degree from Arizona Christian University and an MBA from Grand Canyon University. He also obtained his CERTIFIED FINANCIAL PLANNER^TM certification in 2021.

Personal Pursuits

Nathaniel and his amazing wife, Carly, have three sons. They love to spend time outdoors, especially taking trips to northern Arizona to escape the summer heat. Nathaniel is also an avid fan of the Phoenix Suns and Arizona Cardinals. If he weren’t spending time with his family, Nathaniel would likely be found on a golf course.

Hear Directly From Mission Wealth Clients

Kathleen M. (00885711 04/26), Kerry M. (00876556 03/26), Betty and David W. (00863664 01/26), Kim M. (00850995 01/26), Phillip W. (00811603 10/25)

In the News

FA Magazine Names Mission Wealth Among Nation’s Top RIAs in 2026 Survey & Ranking

Mission Wealth earned three national rankings in Financial Advisor Magazine’s 2026 RIA Survey, including #47 nationally and a Top 50 Fastest-Growing RIA honor.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.