About 2018-09-24T20:47:18+00:00
Financial Balance Tampa FL

Meet The Founder

Nathaniel Goldenberg, CFP® and CDFA®

Owner & Founder

Hi, my name is Nate Goldenberg…

I have been a Financial Planner for almost 14 years now.  I founded NextWave Wealth because there is a need for Professionals & Entrepreneurs in their 30’s and 40’s to have access to the same level of Advice and Resources that many “High Net Worth” and Institutional clients do. Also, think of this as an avenue to help change your perspective of money and the financial planning profession. Money is simply a tool, and as a planner, it’s my job to help coach and guide you on how best to use it, helping you put the right habits in place to create the life you want both now and in the future.

I spent nearly a decade working for one of the largest and most well-respected financial institutions in the world. In my final years there I worked in their Private Client division, providing Financial Planning and Investment Management Services. During those years I noticed 2 things; first, there is never a shortage of people in my industry looking to help this level of client; and 2, there is a large demographic of younger, success-minded professionals who are hungry for the same guidance (whether at first they realize it or not), and are in the perfect position to make the most out of it and create unlimited possibilities for themselves.

The problem is they’re being passed over, forgotten about, because many financial institutions still cater to clients with lots of assets, and many of these Professionals & Entrepreneurs simply do not have many (if any) assets.

I’ll argue that the most important time for planning and advice comes during the earlier stages of your life. This is when you have the most potential to make a major impact on who you are now and what you can accomplish in the future, both financially and non-financially. This is why I started NextWave, to help you, the Next Wave of decision makers who will help shape our world, to Build Tomorrow’s Wealth, Today.

-Nate

beneficiaries and retirement plans Tampa FL