Our Story
About FinStrata Consulting
Our Story
About Nathan Williamson
Nathan Williamson is a California-based Financial Advisor with nearly a decade of experience working alongside individuals, businesses, and organizations of all backgrounds. His journey in finance began the way he believes it should, by building something from the ground up, running his own financial practice and learning firsthand what it takes to earn a client's trust.
Over the years, Nathan transitioned into fee-based advising with a focus on delivering comprehensive financial planning to a broader audience. He developed deep specialization in high-net-worth asset management, employer-sponsored retirement plans, and ERISA-compliant structures, while also cultivating expertise in non-traditional investment avenues including real estate, private lending, and private equity.
Today, Nathan channels that experience into FinStrata Consulting, where his focus is on bringing credentialed financial expertise to the institutions, government bodies, and technology platforms that need it most. He is passionate about the intersection of finance and artificial intelligence, and sees the rapid advancement of AI tools as one of the most significant opportunities to expand the reach of quality financial guidance to a wider world.
For Nathan, FinStrata is not just a consulting firm. It is the next chapter in a career built on one consistent belief: that the right expertise, in the right hands, makes a real difference.
Credentials and Licenses
Uniform Investment Adviser Law Examination. One of the most rigorous licensing benchmarks in the financial services industry, the Series 65 designates Nathan as a qualified investment adviser representative and signals a depth of regulatory and fiduciary knowledge that few practitioners hold.
ActiveCertified Financial Planner and Chartered Financial Analyst designations currently in process. Two of the most respected credentials in financial services, pursued in parallel to reflect the full breadth of Nathan's expertise in financial planning and investment analysis.
In ProgressSecurities Industry Essentials examination. Active credential demonstrating foundational securities knowledge.
ActiveActive insurance licenses supporting comprehensive financial planning engagements.
ActiveCapella University. Provides depth in organizational behavior, performance systems, and human factors in financial environments.
CompletedCalifornia State University, Monterey Bay. Foundation in behavioral science applied across financial planning and client advisory work.
CompletedAreas of Expertise
Technical Proficiencies
Our Mission
At FinStrata Consulting, we started with a simple idea that real financial expertise should work harder and reach further than it traditionally has. Backed by nearly a decade of client-facing experience navigating investment strategy, regulatory compliance, and high-net-worth wealth management, we understand that the knowledge earned through years of hands-on practice carries a depth and credibility that simply cannot be replicated elsewhere.
That is the foundation upon which FinStrata was built, and it is what drives every engagement we take on. We bring that practitioner-level expertise to the organizations, government bodies, and technology platforms that need it most. To ensure that sophisticated, practice-built financial insight reaches the places where it can create the greatest and most lasting impact.