For CPAs, attorneys and other professionals
Referring a client to Nate Willardson, CFP®
CFP® · Currents Wealth Strategies LLC · Chandler, AZ · Verified with the SEC
Who Nate helps
I help successful families invest smarter, reduce tax friction, and protect what they leave behind.
Specialties: Retirees and pre-retirees · Business owners · High-net-worth families · Estate and legacy planning · Athletes and entertainers · Charitable giving · Selling a business · Tax planning · Tech employees (RSUs, options) · Executives
How a referral works
- You introduce them with one email below, copying you and Nate. Nobody's added to a list.
- Nate replies to set up a short first conversation, at no cost and with no pressure.
- If it's not a fit, Nate says so and points them somewhere better. Either way, you look good for making the introduction.
Introduce a client
Handing out a name rarely works: most people never call. One email introducing them, copying you and Nate, does. It takes a minute.
Introduce someone to Nate →Advicer.bio doesn't give financial advice or pay for referrals. Nate is responsible for their own advice. Any compensation for referrals between professionals is between them and must follow their own rules.