Nate Higgins
Registered Representative
With over a decade of experience in the financial services industry, Nate is dedicated to helping clients achieve their financial goals and secure their financial future. As an advisor, he brings a wealth of knowledge in alternative investments, wealth management, and tax deferral strategies.
Nate is a firm believer in utilizing a tailored, custom approach for each client, taking the time to understand each client's unique goals and objectives. He specializes in creating custom financial plans that align with clients' values and vision, whether it is estate planning, deferring capital gains from the sale of a highly appreciated asset or building a family legacy. Nate holds a Bachelors degree in Business from Gonzaga University, as well as his MBA from the University of Southern California.
Outside of work, Nate enjoys cross country skiing, wake surfing, and downhill skiing. He currently serves on the board of directors for the Outdoors For All Foundation. Nate represented the United States at the Para Pan American Games as a member of the swim team, has swam both Alcatraz and the Golden Gate Bridge without a wetsuit, and holds the American Paralympic record in the 100, 200 and 400 IM for short course meters.
At McKeon Financial, while the registered representatives are licensed for securities and insurance investments, to include stocks, bonds, mutual funds, and annuities, we specialize in a wide range of alternative investments not available to many financial advisors or to the general public. These include: non-traded Real Estate Investment Trusts, Real Estate LLCs and LPs, Oil Drilling Funds, Closed End Funds, & 1031 Tax Deferred Exchanges; partial stock market traded investments, such as Interval Funds; and Structured Notes and Structured CDs.
McKeon Financial is a fully independent financial planning firm. Nate holds the Series 22, Series 63, and Series 65 Securities Licenses.