Nate Kunkel, CFP®

Hi there 👋🏼, I’m Nate and I primarily work with Procter & Gamble employees, retirees, and their families. I prioritize staying informed on all benefits for P&G employees to offer up-to-date and relevant advice. With a goals-first and consultative approach, I aim to provide tailored financial plans for each client and their families, focusing on genuine help over sales pitches.

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Cincinnati, Ohio

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How Nate works with clients
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“I am not a fan of empty promises and sales pitches - my goal is to simply show individuals what I can and will do for them, and at minimum, leave them in a better place than when we first spoke.”

Learn more about Nate

How can I help?

Procter & Gamble (P&G) Employee Benefits

FOCUSED P&G BENEFIT ADVICE
Qualified experience in specifics around P&G benefits including: retirement planning and readiness analysis, stock option analysis and planning, tax efficient investing and the utilization of direct Indexing, income planning in retirement, distribution strategies from Procter’s Profit Sharing Trust Plan (PST), specifically the use of net unrealized appreciation.
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Income Planning

UNDERSTAND YOUR INCOME STREAMS
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Nate.

Get to know Nate

Nate is a Certified Financial Planner® and Wealth Advisor with nearly a decade of industry experience. His introduction to the world of financial advice began early in college at the University of Cincinnati through internships, where he discovered his passion and desire to work with families to achieve the retirements that they have worked so hard for.

Throughout his career, he has had the opportunity to work with many employees from Procter & Gamble, and have developed expertise helping clients with distribution strategies, options analysis & planning, and income planning in retirement.

Nate lives in Cincinnati in the Hyde Park area with his wife, Abby. In his time away from work, he enjoys running, cycling, tennis, and cheering on the Cincinnati sports teams.

Connect with Nate:

CONNECT WITH Nate

Book a 30-minute introductory call with Nate.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks..

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