Ben Nathan joined Concord Wealth Management in 2017 after completing his Bachelor of Arts degree and Master of Education (M.Ed.) program at Boston College from Boston College.
Ben holds Life, Accident and Health licenses and his FINRA 6 and 63; he also completed training as a Special Needs Planner in order to work with families who have children with special needs. He works with his clients on establishing and planning for their long-term financial goals, including: College Education Funding, Investment Portfolio Analysis, and Retirement Planning. Ben was also recently recognized for being one of the top young advisors nationally for Penn Mutual.
He chose this line of work because he enjoys helping individuals, families, and small businesses become financially independent and successful. Ben comes from a family of successful financial advisors, as both his father and uncle were in the industry for decades.
Ben is also very active within the ruby community. He serves as Vice President of the Mystic River Rugby Club, one of the top clubs in the country, and Team Manager for the New England Free Jack's, Boston's first professional rugby team. He also volunteers with the Friends of Boston College Rugby, a booster club aimed at promoting rugby to men and women at Boston College.
Ben lives in Peabody and in his free time he enjoys traveling internationally.
Interested in learning how I can help you take control of your financial future? Contact me for a complimentary meeting to discuss your financial goals.