Nathan Blumenschein, CFP®

Vice President | Financial Advisor

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

Nathan Blumenschein is a wealth management financial advisor based in Alexandria, Virginia.

As a wealth advisor, Nate is driven by a genuine commitment to empowering clients in achieving financial success and securing a fulfilling retirement. His overarching goal is to assist everyone in mapping out their dreams and turning them into reality through expert financial planning guidance. His specialties include implementing tax strategies and developing legacy plans.

Nate joined the firm in late 2024, when Campbell Wealth Management (CWM) became CAPTRUST.

After earning a Bachelor of Business Administration degree in finance from Marymount University and a Master of Science degree in finance from The American University in Washington DC, he began his career as an intern at Omega Wealth Management. He then moved on to Alex Brown as a client service associate before joining CWM, where he was a senior client service associate and then a wealth advisor.

Beyond his professional pursuits, Nate is a dynamic individual with many passions. He actively engages in soccer, both through coaching and playing, partakes in ski trips in the winter, and enjoys lake excursions during the summer. Nate explores the U.S. while playing Australian rules football and finds tranquility in fishing Pennsylvania’s streams with his father.

Additionally, he embarks on weekend trips to savor live music experiences.

Education

  • Bachelor of Business Administration, finance, Marymount University
  • Master of Science, finance, The American University in Washington DC

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Memberships

  • Board member, DC Eagles Australian Rules Football Club

Alexandria, VA

330 John Carlyle Street #400
Alexandria, VA 22314

703.535.5300

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.