President | Co-Owner@ Questmont
Red Hook, New York, United States
Nathan Imboden, CFP®
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Messiah University
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FlashIntel GPTNathan Imboden, CFP(r) is a highly experienced financial professional with 16.8 years of work experience. He specializes in financial planning, employee benefits, retirement, securities, and wealth management. Based in Camp Hill, Pennsylvania, Nathan has worked at Questmont Strategic Wealth Advisors in various roles, including Vice President and Personal CFO. He has also held positions at GE Financial Services and GE Financial Services. Nathan's expertise and knowledge make him a valuable asset in the financial industry.
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About
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Questmont Strategic Wealth Advisors. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS or Kestra AS Compliance Department at 844-5-KESTRA.
...See MoreWork Experience
President | Co-Owner
Financial Advisor
Vice President | Personal Chief Financial Officer
Financial Services
Nathan Imboden, CFP®'s Professional Milestones
- Vice President And Personal CFO (2018-03-01~2021-11-01): Improving financial efficiency and implementing strategic business initiatives to drive profitability and enhance profitability.
- Marketing Intern (2007-01-01~2007-01-01): Developed and executed high-impact marketing campaigns to drive brand awareness and increase customer engagement.
Education
Business Finance
2003-2007Skill
Financial Planning
Employee Benefits
Retirement
Securities
Wealth Management
Wealth Transfer
Wealth Preservation
Retirement Income Strategies
Investment Strategies
Investment Management
Life Insurance
Certification
Colleagues
Andy Otto, CFP®, CTFA
Director Of Trust And Fiduciary Services | Personal Chief Financial Officer
Katie Rovenolt
schedule manager & client services concierge at questmont
Ali Bach
financial advisor at questmont strategic wealth advisors
Jacob Huffman
client service concierge questmont strategic wealth advisors
Tressia Marino
financial advisor at questmont
Other Named Nathan Imboden, CFP®
Frequently asked questions
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We found 1 Nathan Imboden, CFP®'s phone numbers
Nathan Imboden, CFP® works for Questmont
Nathan Imboden, CFP®'s role in Questmont is President | Co-Owner
Nathan Imboden, CFP® works in the industry of Financial Services
Nathan Imboden, CFP®'s colleagues are Andy Otto, CFP®, CTFA,Katie Rovenolt,Ali Bach
Nathan Imboden, CFP®'s latest job experience is President | Co-Owner at Questmont
Nathan Imboden, CFP®'s latest education in Messiah University
