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Nate Woodward
Nate graduated with from the University of Utah with of B.S. in Finance. He has worked as a financial advisor since 2001. Nate has focused on providing financial planning advice to support individuals and small business owners. A key philosophy for Nate is to come to understand each person’s various needs and goals, then tailor a plan to accomplish those goals.
As a founding member of Intermountain Financial Partners, Nate takes a client-first approach to planning, asset growth, wealth preservation, succession planning, and multi-generational wealth. Each client is treated with care and consideration for their unique needs, no matter the size of account.
Nate grew up in Utah, he enjoys fly-fishing, mountain biking, backpacking, tennis, and golf. He lives in Murray with his wife Megan. They have four children, Samuel, William, Annie, and Charlie.
Designation: Certified Plan Fiduciary Advisor (CPFA)
FINRA Series 6 (Investment Company Products/ Variable Contracts)
FINRA Series 7 (General Securities)
FINRA Series 63 (Uniform Securities Agent)
FINRA Series 65 (Investment Advisor Law)
Licensing held through LPL Financial
Contact
(385)253-4507 Office
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Contact
(385) 253-4507 Office
(801)792-1442 Cell
Administrative Staff
Erica Spencer
(385)253-4506