Nathan Bopp, AIF®, CFP®, RICP® - CAPTRUST
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Nathan Bopp, AIF®, CFP®, RICP®

Nathan Bopp, AIF®, CFP®, RICP®

Senior Vice President,
Financial Advisor

  • Pittsburgh, PA
  • The Millionaire Next Door | Braveheart
  • The Pope, Warren Buffett, and Jeff Bezos
  • Start by doing what's necessary, then do what's possible, and suddenly you are doing the impossible - Saint Francis of Assisi
  • Honesty, integrity, and down to earth

Financial Advisors

Nathan is a wealth management advisor based in Uniontown, OH.

Nathan joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a senior vice president, financial advisor and is responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. Nathan specializes in delivering targeted retirement, college, estate, insurance, and tax planning solutions.

Prior to joining the firm, Nathan was a principal and senior advisor with Cornerstone Capital Advisors. He has earned the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional® designations. He has worked in the industry since 2000.

When he’s not at work you can find Nathan golfing, spending time with family, and taking his five kids to extracurricular activities.

Education

  • Bachelor of Arts degree in finance and economics from Ohio University
  • Master of Business Administration degree from Kent State University

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™
  • Retirement Income Certified Professional

Industry Involvement

  • Member, Financial Planning Association of America (FPA)

Memberships

  • Member, Financial Planning Association
  • Former treasurer, North Canton Jaycees

News & Resources

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