Nathan Woods, CFP®
Managing Partner
Nathan Woods is the managing partner for Jefferson Financial Group and a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation reflects extensive training in financial, retirement, and investment planning, as well as a commitment to the highest ethical standards. As a CFP® professional, Nathan is held to a fiduciary duty and to uphold the CFP Board’s rigorous Standards of Professional Conduct.
As a CFP® professional, Nathan believes effective planning begins with understanding the person behind the numbers. He takes time to learn each client’s goals and values, then conducts a detailed analysis to explore potential strategies. Clients receive a customized financial plan along with clear alternatives to consider. Nathan prioritizes ongoing communication, meeting regularly to review the plan and ensure it continues to reflect the client’s evolving needs.
A native of Pittsburgh, Nathan graduated from The Pennsylvania State University in 2009. In addition to the CFP® certification, Nathan holds his securities licenses (Series 7, Series 66) and his Pennsylvania insurance license. He is a Registered Representative with LPL Financial, Member SIPC. Through his many professional affiliations, Nathan frequently attends monitored continuing education courses focusing on the latest financial planning topics. Nathan and his wife, Allison, are proud parents of three children.