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Nate White

Senior Vice President, Retirement + Wealth at OneDigital

Nate White is a seasoned professional known for his expertise in retirement plan advising and management.

He understands the importance of ensuring that retirement plans are effectively designed and managed to meet the goals of both employers and employees.

Nate White's background includes roles such as the Senior Vice President at OneDigital, Founder and Managing Principal at Teros Advisors, and Regional Director at Great-West Retirement Services.

He holds an MBA in Finance and a BS in Business Administration from Saint Mary's College of California, showcasing his strong educational foundation in the field.

Nate White's approach focuses on putting minds at ease by proactively managing retirement plans to deliver desired outcomes, emphasizing the importance of tailored plan design and rigorous monitoring.

His dedication to guiding employers and employees towards secure financial futures sets him apart in the realm of retirement plan advising.

Nate's affiliation with reputable organizations like Triad Advisors and Resources Investment Advisors, Inc., underscores his commitment to providing reliable investment advice while ensuring compliance with regulatory standards.

His breadth of experience and deep knowledge in the field make him a trusted expert in retirement planning, with a focus on achieving tangible results for clients.

Highlights

May 8 · linkedin

We're excited to bring this timely topic to our clients and prospects together with Pension Assurance LLP, Jason Figgat, OneDigital and Delphine Hunt, CRPS®,PPC ™ There has been so much change in 401(k) plan auditing standards over the past two years, this session will help you navigate what to expect when engaging with your auditor and your 401(k) advisor. Please join!

May 2 · linkedin

Spent some quality time with our partners at Empower , my OneDigital advisor counterparts and other top advisors from across the country. I especially enjoyed sharing the stage with Andre Huaman and Kaci Skidgel, CPFA™, C(k)P®, AIF®, two of the industry’s finest! I always walk away with great insights from this collection of thought leaders, and can’t wait to bring new ideas to our clients! Joseph Smolen , Edmund F. Murphy III , Rich Linton , Ken Munro, Tina Wilson, CFA , Carol Kline, thank you! You and your teams nailed it! Kyle Milotte Adam Fine John Russo Brian Connolly Brian Morris Renee Scherzer Wayne Ericson Jason Hoffman Kelley Snook Javier Cordero Michael Castner David McClafferty, Jr. Gary Gould Jason Fewell Michael Reilly Melissa Glass Erik Woodin, ChFC

Nate White
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Location

Lafayette, California, United States