Nate Byers, CPA/PFS – Owner and Advisor (Calculated Wealth)
Nate spent the first ten years of his career in public accounting, where he developed his deep background in tax. He leveraged this experience to help families with their holistic financial picture since 2015. He’s spent thousands of hours studying and seeking mentorship from the industry’s top experts to confidently partner with motivated families on their wealth plans.
Outside of work, he loves getting outside with his wife Krystal and two sons (Brody & Kaden). He often shares snippets of their adventures through his client-only newsletter. He’s a huge nerd for personal development and health and wellness topics.
About me
Day Job
During the day I provide financial advice through Calculated Wealth. I partner with families through various life transitions to help them live the life they desire.
Home Life
We love taking every chance we can to get outside and enjoy all four seasons of Wisconsin weather.
My Goal
To continue providing free, financial education and calculators to help make complex issues a little bit easier.
Want to collaborate?
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