My F&M

Nate Green

Associate Financial Planner

Nate Green

Associate Financial Planner
Nate Green, Associate Financial Planner

“Wealth is having the ability to achieve any goals that you have for yourself, your family, and your community. It is about feeling comfortable to take on a new adventure without the worry that you may have to close the door on another.”

At his core, Nate is a people person. From his many leadership experiences throughout his academic career to his commitment to family and friends in his daily life, he strives to offer a conscientious and thoughtful energy in his interactions with his community. While at the University of Cincinnati, active involvement across different areas of student life was key to Nate. He gave his time to prospective students through tours and presentations as a Lindner Ambassador, practiced leadership in his fraternity as Treasurer and President, and supported the UC athletic program as a student manager for the UC Baseball team.

Nate brings this same level of commitment to his profession, joining the Foster & Motley Financial Planning team after interning for the firm in 2021. He also refined his attention to detail at KPMG as an audit intern. He is excited to exercise his attentiveness and ability to connect in client relationships, helping them understand their holistic financial pictures so they can keep the doors open to all of life’s adventures. Nate recently passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam and is working towards the experience requirement.

Born and raised in Cincinnati, Nate is a sports enthusiast, cheering on the Bengals, Reds, and Bearcats any chance he gets. He is an avid golfer and marathon runner and enjoys keeping himself fit. When not taking in the Cincinnati athletic scene, Nate loves to spend time with his family and friends and traveling. Alaska, Ireland, England, and Greece are the favorite places he’s visited so far, and he looks forward to experiencing many more in the future.

Quick Facts:

  • Passed CERTIFIED FINANCIAL PLANNER™ (CFP®) exam, July 2023
  • Graduate of the University of Cincinnati with a Bachelor of Science in Business Administration in Finance and Accounting, magna cum laude, 2023