Nathan L. SteenFirst Vice President - Investments
PIM Portfolio Manager
Nathan L. Steen is a First Vice President of Investment with Wells Fargo Advisors in Carmel, California. Nathan has been helping oversee the financial affairs of high-net-worth families, trusts, endowments and individuals in the area for more than 10 years. He and his team focus on wealth management planning, risk allocation and retirement income management. Nathan also acts as a Portfolio Manager in the Private Investment Management (PIM) Program and holds CA Insurance License Number: 0E70422. Resident State CA. In 2018, Nathan Steen has been recognized as a 2018 Top Next Generation Advisor by Forbes magazine*.
Nathan has been a life-long resident of Monterey Peninsula. He attended University of California, Davis, where he earned his B.S. in Managerial Economics along with a minor in Economics. Upon graduation, he was fortunate enough to move back to the area where he not only started his career but met his wonderful wife, Christina. Nathan and Christina were married in 2009 and are now spending their time enjoying their daughter, Kendall and son Cameron.
Outside of work, Nathan volunteers his time serving as a Board Member of the Monterey Peninsula College Foundation as well as the Rotary Club of Pacific Grove.
* The Forbes 2018 Top Next Generations Advisor ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.