Lead Staff
Aliah Zihni
Owner
Naomi Rhee
Executive Chef
Edric Coates
General Manager
Riley Schwartz
Sommelier
meet the founder
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Nate is the Founder & CEO of NextWave Advisors. He has been a Financial Advisor since 2005 and has had an independent practice since 2014. The quality of work you receive for having put your trust in Nate is top priority. NextWave provides holistic Wealth Management services and has particular expertise in Portfolio Management and Small Business Retirement Planning.
As the Owner of the firm, Nate’s Clients and Industry Regulators are the only people he answers to. Clients like knowing there is a Fiduciary responsibility and that any recommendations and advice given are completely unbiased and centered around their best interests.
Nate’s practice is also unique in that it is fee-only, meaning as a Client, you are provided services based on a pre-negotiated consulting fee, no commissions on products if they are recommended. Again, clients like knowing that any advice Nate gives is meant to help as there is no sales incentive.
When he isn’t working, Nate enjoys spending time with his wife Maggie and children, Zachary & Arianna. The family enjoys their time at the beach, trips to Disney, and getting as much family down time as possible.
