Ethan Nesheim, CRPS®
Ethan is a Financial Advisor with Wealthspire’s Wealth Management and Retirement Department, providing financial education, retirement planning support, and personalized guidance to retirement plan participants. He partners with plan sponsors to deliver financial wellness and retirement education programs both in person and virtually. Through group education and one-on-one guidance, Ethan helps individuals understand their workplace benefits, investment options, and retirement planning considerations so they can make informed financial decisions with confidence. His experience spans multiple areas of the financial services industry, including working with plan sponsors, individuals, and families on investment, retirement, and long-term financial planning.
Ethan holds the NASAA Series 65 (Investment Adviser Law Examination), Life and Health Insurance licenses, and the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning. He earned his Bachelor of Science in Business Management from The Master’s University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
