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Nathan Greene, Certified Financial Planner (he/him/his)

Owner
Cairn Financial Group
Nashville, Tennessee, United States

Nathan Greene, CFP® is a CERTIFIED FINANCIAL PLANNER™ with more than a decade's experience in the financial services industry. He runs his own financial planning practice – Cairn Financial Group – with the sole purpose of empowering wealth success in his clients’ lives, no matter their definition of “wealth." With a strong competency in comprehensive planning, Nathan takes pride in assimilating your financial life to efficiently & effectively move clients towards their goals.

Nathan is a graduate of Auburn University and is a regular teacher, speaker, and commentator on financial matters. He is a leading educator in the industry as he has taught in the CFP® program at Belmont University, is currently teaching CFP® requirements at Lipscomb University, and coordinates the Personal Financial Planning course at the UTHSC College of Pharmacy. In tandem with his teaching, Nathan is also a published author - an academic manuscript published in AJHP and a textbook available through Amazon and www.cairnedu.com. He has met the extensive experience, education, ethics, and training requirements of the CFP Board of Standards required to hold the prestigious CFP® certification, and above all, Nathan is committed to the fiduciary standard of ensuring his advice is in your best interest.

In addition to being passionate about facilitating personal-financial excellence (through education and directly with clients), Nathan is an avid outdoorsman and a retired endurance athlete. If he's not in the classroom or office, you’re likely to find him off the beaten path with his dog in an obscure corner of your favorite wilderness.

Disclosure(s): Alignment Healthcare Inc: Shareholder (Ongoing); Centene Corporation: Shareholder (Ongoing); Oak Street Health: Shareholder (Terminated, February 8, 2023); United Healthcare: Shareholder (Ongoing)

Presentation(s):

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