Meet Nate
Nate takes pride in helping his clients achieve their financial goals by understanding the needs of each client and helping to prepare and tailor their financial lives for long-term success.
Nate has been in the financial services industry for the past six years, most recently as a Senior Internal Regional Consultant at a global asset management firm. During this time, Nate became passionate about building meaningful relationships with his clients, which included educating financial advisors by providing relevant and valuable market information. Nate attended Duquesne University, in downtown Pittsburgh, where he earned his bachelor’s degree in accounting. Nate currently holds his Series 66 registration and is continuing to further his financial education. Nate is also an member of the Pittsburgh Stocks & Bonds Association.
Nate and his fiancé currently reside in Sewickley just outside of downtown Pittsburgh. He likes to stay physically active through Peloton workouts and finding new running routes around the area. Nate and his fiancé like to seek out new restaurants around Pittsburgh and spend much of their free time with family and friends.
Nate Sepe is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Advisor Networks or its registered representatives.