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Our financial advice team


Nathan Helms Ameriprise Financial Advisor

Nathan Helms

CFP®, CIMA®, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Silva & Associates
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Interests

Spending time with family and friends, traveling, working out, playing/watching sports, going to the beach, and reading.

Community participation

Tampa Bay Club Sports, NephCure, Feed America, National Day of Service

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®

Education

  • University Of Florida- Bachelors in Finance

Previous experience

  • Financial Advisor, LPL Financial,, 2008-2013, Tampa, FL
  • ING Financial Partners, 2007-2008
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