Nathan Schleicher is a Certified 401(k) Professional by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. His education is two-fold: Financial Planning/Retirement Income & 401(k) Sponsored Plans
The C(k)P® Certified 401(k) Professional Designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program. To earn the right to use the C(k)P® designation requires more than just academic aptitude. A financial professional must have demonstrated real world application of the core competencies taught in the classroom.
Since 2005, Nathan has dedicated his career specializing in 401(k)’s and other qualified retirement plans. His main focus is on advising corporations and executives on how to conduct fiduciary best practices for their retirement plans. This includes assistance with educating employees about their 401k plan, investment due diligence, plan compliance, and implementing and monitoring successful retirement plans.
Nathan also has years of real-life financial/retirement income planning experiences showing people how to make smart decisions that work towards growing and protecting their wealth. Rather than make things complicated, his work has been focused around simplifying the complexities of prioritizing simultaneous financial planning issues, and their related calculations, so the person’s living is sustainable.
Nathan attended Appleton West High School and then majored in Finance with an emphasis on Investment Management as an undergraduate and earned his B.S. from Ferris State University in Michigan.
Nathan lives in Appleton with his wife, Erin and outside of work he keeps busy with golfing, skiing, martial arts, drumming/piano, traveling and following Wisconsin sports teams.