Nate Sorensen
Certified Financial Planner, Certified Public Accountant
As the President and Lead Financial Planner at Insight Wealth Management, I've dedicated over 20 years to the financial services industry, driven by a passion for helping clients achieve their financial goals. My journey began at Northern Arizona University, where my desire to care for my own family and friends inspired me to pursue a career in finance. As both a Certified Public Accountant (CPA®) and a Certified Financial Planner (CFP®), I offer a unique perspective that combines financial planning with solid tax strategies, helping clients achieve their objectives without compromising their financial health.
I am particularly passionate about financial planning for clients or their family members with disabilities. My youngest child has Autism, and through learning to provide for him, I've been able to assist numerous clients in similar situations. I take immense pride in being a trusted advisor, watching my clients progress financially and gain more confidence. It's an honor to be the first person they call with financial questions or problems, and I cherish the relationships I've built over the years. My clients benefit from my dual experience as a CPA® and CFP®, which allows me to provide comprehensive financial planning that encompasses both investment and tax strategies.
Being a Gila Valley native, I am honored to serve the community I grew up in. While we have clients nationwide, we maintain a small-town approach to client care, offering personalized service with big-city capabilities. At home, my wife Amy and I have been married for over 20 years, and we have three wonderful children: Sadie, Mark, and Owen. Outside of work, I enjoy cooking for family and friends, particularly smoking meat, and spending time on the golf course with my kids.
