Nathaniel Dodd CFP®
Based in Scottsdale, Nathaniel helps individuals approaching or in retirement align the different areas of their financial lives through comprehensive retirement and wealth planning.
Ways to Connect
Who Nathaniel Typically Helps
Individuals planning for retirement, people nearing retirement, retirees, individuals and families seeking comprehensive financial planning
Serving Clients in
Phoenix • Scottsdale • Tucson • Paradise Valley • Peoria • Communities throughout Arizona
Available nationwide through virtual meetings
Questions Nathaniel Helps Answer
- How can I prepare for retirement and create sustainable income?
- What tax-planning opportunities should I consider?
- How can I coordinate estate planning?
- How can I define and support the legacy I want to leave?
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.
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.
Nathaniel’s Frequently Asked Questions
Clients can expect to work together with Nathaniel to create a clear and actionable plan designed to help them pursue their goals.
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 PLANNERTM 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.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor