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Nathan Verbeten, CFP®, RICP ®, WMCP®

Nathan Verbeten, CFP®, RICP ®, WMCP®

Managing Partner/Financial Planner

View my CFP Website´╗┐

Nate began working with clients after completing his Finance Degree through UW-Milwaukee in 2013.  He is a CERTIFIED FINANCIAL PLANNER® and is one of the three Managing Partners at Trident Financial.  He also has the Retirement Income Certified Professional (RICP®) and Wealth Management Certified Professional (WMCP®) designations through The American College of Financial Services.  Nathan works with select clients and takes pleasure in serving them as a Financial Planner.


Nate resides in Waukesha with his wife Monica and their two kids.  In his spare time he enjoys spending time with his family, golfing, attending sporting events and going up north to his family's cabin.