Nathan Gonzalez, CFP®

Senior Associate / Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Nathan Gonzalez is a relationship manager based in San Antonio, TX.

Nathan Gonzalez combines his ability to understand complex financial situations and his natural optimism, to make financial planning enjoyable–and never daunting–for his clients.

Prior to CAPTRUST, Nathan was part of a specialty program at Vanguard that focused on strategy within other business lines, lending a fresh perspective on becoming more client-centric. While there, he became a high-net-worth advisor, then joined Sendero Wealth Management as a portfolio manager.

Nathan attended Texas Tech University, where he earned Bachelor of Science and Master of Science degrees in personal financial planning, with a certificate in charitable giving.

When not at work, Nathan enjoys spending time with family, staying active, and visiting art galleries with his fiancée.  Born and raised in San Antonio, he loves supporting his community in any way he can.

 

Education

  • Texas Tech University
  • Bachelor of Science degree, personal financial planning
  • Master of Science degree, personal financial planning, with a certificate in charitable giving.

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

Ghost Light Society

Awards & Recognition

Nathan Gonzalez is a relationship manager based in San Antonio, TX.

Nathan Gonzalez combines his ability to understand complex financial situations and his natural optimism, to make financial planning enjoyable–and never daunting–for his clients.

Prior to CAPTRUST, Nathan was part of a specialty program at Vanguard that focused on strategy within other business lines, lending a fresh perspective on becoming more client-centric. While there, he became a high-net-worth advisor, and then joined Sendero Wealth Management as a portfolio manager.

Nathan attended Texas Tech University, where he earned Bachelor of Science and Master of Science degrees in personal financial planning, with a certificate in charitable giving.

When not at work, Nathan enjoys spending time with family, staying active, and visiting art galleries with his fiancée.  Born and raised in San Antonio, he loves supporting his community in any way he can.

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