Contact
New York NY, 10018
212-625-1200
Nate Jefferson, CFP®
Advisor
“After interning at several RIAs, I was drawn to RWM’s unique approach to financial planning and content creation. The turning point came when I was introduced to Josh by my professor, following Josh’s insightful presentation at the Virtual FPA Student Success Summit in 2020. What began as an internship—where I lent a hand in various projects—evolved into a role as a paraplanner.”
“The perpetual learning curve at RWM is what captivates me the most. Every day is an opportunity to absorb new financial planning concepts, with at least one or two novel ideas consistently enhancing my expertise. For someone like myself who is determined to excel in my profession, this constant educational journey is nothing short of exhilarating.”
“Away from my desk, I turn to fitness as my personal oasis. My current passion is practicing jiujitsu, a discipline I have been honing for three years. I also played soccer for Michigan State University, so I’ll occasionally play pickup with some of my old teammates and friends.”
MEET OUR EXPERTS
GUIDING YOUR FUTURE
Explore the profiles of some of our other experienced professionals, each bringing their own strengths and insights to support your success.
Back to team
