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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Capfinancial Partners, LLC 11 months May 2019 - Present
Cornerstone Capital Advisors 12 years, 6 months Oct 2007 - Present
Cornerstone Capital Advisors 11 years, 7 months Oct 2007 - May 2019
Chase Investment Services Corp. 2 years, 3 months Jul 2005 - Oct 2007

Designations & Memberships

  • Centre for Fiduciary Excellence
    Centre for Fiduciary Excellence
    CEFEX is an independent global assessment and certification organization. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine the trustworthiness of investment fiduciaries.
  • Financial Planning Association
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • Accredited Investment Fiduciary
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Nathan Bopp

There are no insights for this advisor to display at this time.


Ask a financial questionAsk a question
Should I roll over my 401k into an IRA? What should I do?
Chris,You should probably just roll it over into your own IRA. Most 401(k) plans have a minimum balance that they will allow former employees to leave their balances in the plan when they leave. Usually this amount is higher than the balance you mention you have. If this is the case, Home Depot ...  (more)
Answered Jan 2014
Is ROTH IRA different from IRA?
Jim,Sorry for your loss. I hope everyone is doing OK. There are differences with a Roth IRA and a Traditional IRA. The main difference between them is that with a Traditional IRA when money is distributed out of it, the amount taken out is considered taxable income in the year of the distributi...  (more)
Answered May 2013
I received a letter from Social Security stating that I have money owed me in a 401K from Aegis mortgage when I worked for them. They instructed me to send a copy of this letter to Aegis at the address on the letter in Texas. I did this and it came back to me undeliverable and out of business. Wh
Sandra,When people leave a job this happens a lot. With everything happening with a new job, you can get very busy and sometimes forget to address what to do with your 401(k). When you leave a job you can do a few things with an old 401(k): 1. Roll it over into your new 401(k) at the new job. 2. ...  (more)
Answered Apr 2013
I have a Roth IRA which is in a CD at a Credit Union. It has just matured. Can I transfer that money into an investment product without being taxed for the transfer.
Louise,The quick answer to your question is; yes you can move the funds from your CD into something else without being taxed. With a Roth IRA the money is generally not taxed anyway since the contributions were made after tax. As long as you leave the funds inside a Roth IRA you will continue to ...  (more)
Answered May 2013
Can I move my balance from my employer's 401k to a traditional IRA?
Margaret,As far as moving your 401(k) to your own IRA the short answer is that it depends on the plan itself. Some plans allow you to do this and other plans do not. I have seen plans that require and individual to be 59 1/2 first and others that require you to no longer be an active employee. I...  (more)
Answered Jul 2013
What tax implications are there if I take out money from my pension plan and direct it to a Roth?
William,Since everyone's tax situation is unique to them, I will leave the specific amount of the taxes you will owe the IRS to your tax preparer. As a general rule, pension plans are usually considered tax deferred money. If the funds you are referring are coming from a 401(k) or a lump sum pens...  (more)
Answered Apr 2013
Can I retrieve my 401 K from Samuel Merritt?
Michael,As a former employee you would be able to take the funds you had in the old 401(k). To do this you should contact either the HR department at Samuel Merritt or the company that was managing the 401(k). Monies that you contributed and any of the company match (if the company matched) that ...  (more)
Answered Jul 2013
What are the expenses of a fund of funds like Fidelity 2020?
Greg,The Fidelity Freedom 2020 Fund has an expense ratio of .69%. This information can be attained on Fidelity's website. Another site you can view information for any fund is  (more)
Answered Nov 2013
How do I withdraw my money?
Connie,I am not sure exactly what account or accounts you are asking about. This site doesn't have specific information on any account you have or had in the past. It is strictly for informational purposes. Here are a couple ideas that might help though:If you are asking about a retirement pla...  (more)
Answered Jun 2013
When my restricted stock vests, how will it be taxed?
The amount that is taxed on your restricted stock is the difference between the fair market value of the stock on the date the stock becomes fully vested and the price you are able to exercise it for. This amount could be zero and you should check with your company HR department to determine the am...  (more)
Answered May 2013
I would like to borrow some money from my life insurance policy how do I go about doing this?
Paul,If you have the ability to take a loan from your life insurance policy, you should contact your agent that sold you the policy or contact the Life Insurance company directly to help you process your request. Before doing this though, you should speak with a qualified financial advisor to unde...  (more)
Answered Aug 2013
Is there a death benefit with the Scholle Corp. Employee Retirement Plan?
Anna,I would direct you to contact the HR department of the company to answer this question. This site does not have specific information about company retirement plans....  (more)
Answered Jun 2013
How is money drawn due to hardship?
Thomas,You can check with your company HR or log into your 401(k) and there should be instructions on how to take a hardship withdraw. ...  (more)
Answered Sep 2013
I have a 401k plan with AON , I would like to keep my account there and have an outside advisor manage it without moving it from the company , is this permissible ?
John,I am not familiar with Ameriprise's compliance rules, but this could be their policy. They may not allow their advisers to manage anything for clients without it being in an Ameriprise account or in a product that they sell to clients. If you are still employed and you want to leave the fun...  (more)
Answered May 2013
What is a "RIA" firm ?
Robert,If you want a good resource to learn a little more on what an RIA is and the benefits to working with one you can visit The website is provided by Charles Schwab....  (more)
Answered Oct 2013
I retired from Automotive Taining Center Exton Pa October 31 2012. What month in 2913 can I expect a release of funds from a pension fund ATC has set up.
Ken,This website does not have specific information on your pension plan. I would recommend you contact the HR Department of the company. They should be able to answer your question about your pension....  (more)
Answered Jul 2013
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Mar 18, 2020
    • license status
      Not registered
    • disclosures
    • as of date
      Nov 9, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:



    Last updated on March 19, 2020
      • $533.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 410
        number of clients
      • $1.3M
        Estimated Average Account Balance Per Client

    Capfinancial Partners, LLC

    Last updated on Jan. 31, 2020
      • $289.7B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 19K
      • $15.1M
        Estimated Average Account Balance


    Fee Only Advisor
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements