Nathan K. Coffey
Nathan K. Coffey
CFP®
Financial Advisor
Phone:
503-246-4577
E-mail:
ncoffey@cmapdx.com Nathan K. Coffey, CFP® is a Financial Advisor and Certified Financial Planner (CFP®) at Cedar Mountain Advisors. Nathan specializes in financial planning and investment advisory services as they relate to the taxation of individuals, businesses, estates and trusts.
Nathan graduated from Western Oregon University in 2002 with a BA in International Studies. While earning his BA, Nathan served in the United States Army Reserve from 1999-2002 as a Psychological Operations Specialist. As part of his training with the US Army, Nathan attended the Defense Language Institute in Monterey, CA completing the rigorous French language program. Nathan’s junior year of college was completed at the University of Poitiers in Poitiers, France.
In 2003, Nathan began work at Tax Matters, Inc., a family owned Portland based tax firm. Nathan now serves as President of Tax Matters, Inc. Nathan is an Oregon Licensed Tax Consultant and is also an Enrolled Agent (EA). EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. All tax services to be provided by Tax Matters, Inc.
In 2013, Nathan was asked to join the team of Cedar Mountain Advisors. Nathan’s hope is to provide the most holistic tax and investment service to his clients as possible. Nathan, an investment advisory representative of Cedar Mountain Advisors is series 7 and series 66 licensed. In 2015, he completed the American College’s CFP® program and later that year earned the coveted CFP® mark.
Nathan lives in Southwest Portland with his son Eliott. Nathan enjoys cycling, practicing yoga and spending time with his son.
