Nathan Mueller, MBA, CFP®
We Help People of All Income Levels Accelerate Their Financial Prosperity!
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We Help People of All Income Levels Accelerate Their Financial Prosperity!
Areas of Focus
- Budgeting
- Family and Money
- Financial Life Planning
- Having a Baby
- Investment Management
- Real Estate Investing
- Retirement Planning
- Retiring Early (F.I.R.E)
About Nathan Mueller, MBA, CFP®
Hi. I'm Nathan Mueller. I guide people on how to overcome money challenges, grow their wealth, and understand the intricacies of their personal financial circumstances. I'm the founder, principal financial planner, and financial coach for BlackBird Finance.Prior to BlackBird Finance, I was a retirement advisor at Transamerica. During this time I helped people develop retirement goals, plan for retirement and develop investment strategies. Before Transamerica, I was a senior investment specialist at Janus Henderson. I have earned a few financial licenses and I'm considered a fiduciary so you can rest assured I will have your best interest at heart.
Coaching is sometimes a buzzword that other financial planners use, but not in this case. I am a certified Ramsey Solutions Master Financial Coach and have helped many clients get out of debt and learn the fundamentals of personal finance. My coaching experience doesn’t stop there, as I am a trained life coach by the Co-Active Training Institute, an ICF accredited coaching school.
I graduated with a Masters in Business Administration with distinction from Keller Graduate School of Management and received my Bachelors of Arts in business administration from Western State University of Colorado.
I'm active in my community where I maintain a role as a board member for a non-profit supporting adults with disabilities. Outside of the office, I love spending time snowboarding, photographing, and adventuring in the great outdoors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
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CFP Board
- Fee Only Network
- Financial Planning Association
- Foundation for Financial Planning
- National Association of Personal Financial Advisors
- Ramsey Solutions Financial Coach
- Fee Only Network
Primary Location
11 Pinon Causeway, Pagosa Springs, CO 81147, USA
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Package Offers
- Percentage of Assets Managed
What to expect in the first meeting
Schedule a free, no-obligation discovery session by clicking the Book Intro Call button. In this short 30-minute introductory call, we’ll discuss your financial obstacles, desires, and goals in a judgment-free zone. Ask any questions on your mind and learn about the financial coaching, financial planning, and investment management process. No prep work is needed.Offers Investment Management
Yes
About Blackbird Finance
Here at Blackbird Finance, we provide assistance to a wide variety of money concerns.It is our firm belief that everyone should have access to outstanding financial services, and we make it our mission to offer you a chance to achieve your dreams through financial planning, coaching, and money management.
*We are fee-only. You don't have to worry about commissions with us.
*Fiduciary licensed. We will always act in your best interest.
*Holistic. Custom plans tailored to you. Some firms only focus on your investments.
*No minimums. All are welcome.
Education
MBA with Distinction, Keller Graduate School of Management | B.A. Business Administration, Western State University of Colorado
Languages
- English
Hobbies and Interests
- Camping
- Family
- Hiking
- Photography
- Snowboarding
- Traveling
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Couples
- Crypto Investors
- Dual Income Family
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Gen Z
- Individuals
- Newly Engaged / Newlywed
- Parents
- Professional Athletes
- Remote Workers
- Travel Lovers
- Young Families
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