Nathan (Nate) Blumenschein, CFP®

Vice President | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

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

Nate joined CAPTRUST in late 2024 from Campbell Wealth Management, where he had worked since 2022. He is driven by a genuine commitment to empower his clients so they can achieve financial success and secure a fulfilling retirement. His specialties include implementing tax and gifting strategies and developing legacy plans. Nate began his career at Omega Wealth Management, then moved to Alex Brown |Raymond James, where he worked as a client service associate before joining CWM.  At He became a wealth advisor after earning his CERTIFIED FINANCIAL PLANNER® designation.

Nate earned his Bachelor of Business Administration degree in finance from Marymount University and his Master of Science degree in finance from The American University in Washington, DC.

Beyond his professional pursuits, Nate has many passions. He especially enjoys coaching and playing soccer, skiing in the winter, and lake excursions in the summer. Nate travels the country as part of an Australian rules football team and finds tranquility in fishing the streams of Pennsylvania with his father.

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

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