Nate Dunham is a founding partner and Vice President of CORE Wealth Advisors. Prior to co-founding the firm, he advised clients on investment strategy, comprehensive financial planning, and corporate and personal tax considerations at an accounting and wealth management practice. 

As a Certified Financial Planner® (CFP®) and CORE’s Director of Financial and Retirement Planning, Nate specializes in investment analysis, retirement strategies, and Social Security and Medicare planning. He is known for designing thoughtful, data-driven plans that help clients achieve both short- and long-term goals. 

Nate earned a bachelor’s degree in Accounting from Florida Southern College. He is active in the community as a member and past president of the Lakeland Rotary Club and serves on the board of the Polk Arts and Cultural Alliance and Platform Art.