Name

Nate Dunham

Title

Vice President

Years at Core

Since Inception

"You’ve got to find that balance of living and enjoying today, but also planning for tomorrow."

Nate is co-Founder of CORE Wealth Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™(CFP®) designee. He has worked in the wealth management business since 1999. In addition to his role as Advisor, Nate serves as the lead for the firm’s financial planning division. Nate also serves as a member of the firm’s Investment Committee.

As an Advisor, Nate works closely with clients, assuring their goals are appropriately aligned with their risk tolerances and expectations. He focuses on education and communication so clients have a clear understanding of how their wealth is being managed. He also advises clients on topics including retirement planning, estate planning, tax planning, and education planning.

Nate graduated from Florida Southern College in 1999 with a degree in Accounting. In 2001, he achieved his current designation as a CERTIFIED FINANCIAL PLANNER™.

Nate is a Rotarian in the Downtown Lakeland Rotary club where he has been an active member since 2002. He has served as club treasurer, board member, led various committees and currently serves as the club’s President.

Nate was selected to participate in both the Leadership Lakeland and Leadership Polk enrichment programs. Nate also serves on various non-profit boards.

Nate and his wife, Julianne, were married in 1999 and are lifelong residents of Polk County. They have two children, Leah and Cole, who keep them very busy on the weekends bouncing between horse shows and baseball games.

THE CORE EXPERIENCE

We believe comfort is found in the details of hospitality. Our lobby alone is a feast for the senses. Upon entering, you’ll be welcomed by the scent of fresh flowers, invited to enjoy the taste of fine espresso, and calmed by the sound of soothing music. Whatever the reason for your visit, we hope our office inspires you to pause and enjoy the moment.

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