Portrait of Nathaniel Dodd

Nathaniel Dodd CFP®

Senior Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say About Nathaniel

Otto F.

09/08/2026

We are very happy with our relationship with Mission Wealth ! Our Advisor Nate is a smart, personable professional who is very knowledgeable and has a very comfortable demeanor in discussing our financials or trends in the economy. Mission has done a great job with appreciation of our assets and has a lot of credibility with us.

Edward F

09/01/2026

Nathaniel Dodd has been extremely helpful, informative, and active in keeping our account with Mission Wealth valuable to us. We want to extend our congratulations to him for all he has done

Joann G.

05/17/2026

I felt that the time we spent addressing not only the current issues, but future possibilities was very helpful. You have done a very good job of managing my funds.

David S.

05/12/2026

Nathaniel Dodd is an outstanding financial advisor. He'd a professional in all ways, from client service to investment management. We are so thankful to have Nathaniel as our advisor. In fact everyone at Mission Wealth, Scottsdale have been outstanding. Thank you.

Tammy R.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

Kathleen M.

03/30/2026

Nate is thorough and professional

Kerry M.

03/07/2026

This firm is not about the sales pitch or boasting. They are about listening to their clients, having open and honest discussions about your money and goals and coming to the table with clear action plans, strategies and “what-if” scenarios. They don’t need to boast because the experience speaks for itself. No fluff, no cookie cutter plans just real good planning and strategizing to meet your goals. Highly recommend!

Betty W.

01/19/2026

David had the idea of selling stocks at Fidelity and transferring the funds to another brokerage to satisfy the loan there. Nate, our Mission Wealth representative, recognized the benefit and promptly made it happen. We are very grateful of help in making this happen.

Kimberly M.

01/12/2026

Nathaniel Dodd is the best. He is compassionate, knowledgeable, invested in me and I am completely invested in him. Don’t ever let this guy go!!!

Phillip W.

10/28/2025

Nathaniel Dodd is always helpful and always gets back to me almost immediately if I have any questions or concerns.

The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.

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 Dodd, Senior Wealth Advisor

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.

Request an introduction to Nathaniel Dodd.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Nathaniel Dodd and Mission Wealth may be the right fit to support your life and financial goals.

Request an introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Let’s align your wealth with your purpose.

Let’s align your wealth with your purpose.

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Request an introduction
to Nathaniel Dodd.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Nathaniel Dodd and Mission Wealth may be the right fit to support your life and financial goals.