Nate Nieri

CFP®, MSBA

Modern Money Management

Founder, Owner, and Primary Financial Advisor

Contact Me

Nate Nieri

CFP®, MSBA

Modern Money Management

Founder, Owner, and Primary Financial Advisor

No sales tricks, no suit and tie, no insider jargon - I’m just a guy that knows a lot about money and is passionate about helping people - Nate Nieri, CFP®, MSBA

Contact Me

858-223-9575

Website

Fee-Only financial planner located in San Diego, CA, serving clients locally and across the country

Nate Nieri is a San Diego, CA fee-only financial advisor serving clients locally and across the country. Modern Money Management provides comprehensive financial planning, investment management, and tax planning to help growing families, physicians, California public educators, firefighters, and supersavers who want to retire early organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nate Nieri is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Nate Nieri, CFP® is a fee-only financial advisor and founder of Modern Money Management.

I am not your typical financial advisor. You probably won’t find me in a suit, I don’t use a lot of fancy words, and I’m not a slick salesperson. I like to surf, be outdoors, run around the house with my kids, and just happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek about all things money and can nerd out about everything from credit card points to macroeconomics, but I also love to just grab a drink and see what is happening in your life or talk about common hobbies - I have a lot of them.

Talking about money is very personal and I want to be the guy you can trust to get an honest answer or maybe explain the “how-to” without fear of judgment. I don’t think there is such a thing as an embarrassing question when it comes to personal finance because let’s face it, the world of money is complicated, exhausting, and confusing.

I take my fiduciary duty very seriously and believe transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however you define them.

 

Where do you call home?

I’m a California native. My wife and I have made San Diego our home. We have a growing family and I am the world’s proudest father to our two little boys.

Cats or dogs?

Dogs. We love our French bulldog, Napoleon - and yes, he lives up to his name.

What is your preferred travel destination?

My wife and I love to travel and experience different cultures. Morocco and Cambodia top my list of favorite places we have visited at this time, but there are plenty more destinations still calling our name. Exploring nature and meeting so many different and wonderful people around the world have helped shape my passion for socially responsible investing. We also love to escape to the mountains to spend quality time with family.

What do you like to do outside of work?

I’m passionate about what I do so the lines between work and pleasure are very blurred for me. I spend my free time reading about investments, interesting financial planning strategies, and taxes. Such a nerd, I know, but I love this stuff! I also enjoy surfing, gardening, agonizing about the latest home project I’m going to take on, catching a baseball game, and I have an affinity for a good gin martini.

Nate Nieri is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Modern Money Management provides fee-only financial planning, investment management, and tax planning to individuals and their families. I use modern tools, noble prize-winning research, and a practical approach to help clients take control of their finances, protect their families along the way, and achieve both short-term and long-term goals.

History

Established in 2020.

I was previously the Director of Financial Planning with one of the fastest-growing wealth management firms in the nation with over $1.6 billion of assets under management. I am incredibly proud to have built and helped such a diverse client base achieve their goals and dreams. Working with business owners, expats in faraway places like Saudi Arabia, teachers, engineers, and doctors has given me such appreciation for our collective stories and accomplishments. However, I grew tired of growing a business and wanted to focus more on helping and educating people without requiring a high minimum of wealth to work with me. I founded Modern Money Management to help all individuals gain access to best-in-class technology and financial advice without any minimum asset requirement. Modern Money Management is independent, fee-only and founded by a CFP® (certified financial planner).

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Investment Management
  • Tax Optimized Savings Strategies
  • Retirement Income Planning
  • Tax Planning

Ideal Clients

  • Growing Families
  • Novice Investors
  • Those Wanting to Retire Early
  • Retirees and Near Retirees
  • Sudden Money Situations
  • California Residents

Working Together

  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Nate Nieri is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Nate Nieri is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Nate Nieri is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Nate Nieri

858-223-9575

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Office Locations:

  • By Appointment Only
    San Diego, CA 92115

Modern Money Management (“MMM”) is a registered investment advisor offering advisory services in the State(s) of California and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MMM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of MMM, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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