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Nathan R
Series 66
San Francisco, CA
Crest Wealth Management LLC
Nathan Roozee is a financial advisor at Crest Wealth Management LLC with 12 years of industry experience. He previously worked at Fidelity Investments and E*Trade Securities. Outside of his advisory role, he holds a 50% ownership in a small construction company where he manages bookkeeping, finances, and marketing. Crest Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis, options trading, and offers both asset-based and hourly financial planning arrangements.
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