Nathan Gertler
Nathan Gertler is a Wealth Advisor with over five years of experience helping clients navigate the complexities of financial planning and investment management. A graduate of the NYU Stern School of Business, Nathan earned a Bachelor of Science in Finance and Global Business, a double-major that provided him with a sophisticated understanding of both domestic and international markets.
Nathan’s career in wealth management began early, with a series of competitive internships at firms in the U.S. and an international internship in Tel Aviv. Nathan joined the Acorn team in January 2021 and he holds his Series 7 and 66 licenses, along with multi-state Life Insurance certifications, allowing him to provide a truly holistic approach to our clients’ financial health.
A former NYU Basketball player, Nathan brings the same discipline, teamwork, and competitive drive from the court to his professional advisory role. He is dedicated to building long-term partnerships based on transparency, strategic growth, and personalized service. Nathan currently resides in Washington, D.C, and is a Potomac, Maryland native.
Disclosure: Securities offered through registered representatives of Great Point Capital LLC, a registered broker-dealer in Chicago, IL member FINRA, SIPC. Financial planning services offered through investment advisor representatives of Acorn Financial Advisory Services, Inc. (AFAS), a registered investment adviser. Certain professionals of Acorn Financial Services (AFS) are representatives of Great Point Capital LLC, which is otherwise unaffiliated with AFS and AFAS.
What is the most rewarding part of your relationship with our clients?
Nothing compares to the reward of helping our clients achieve their lifelong goals. Whether we are untangling a complex planning challenge or mapping out a clear path forward, I find immense purpose in being a trusted partner in their long-term success.
What professional achievement are you most proud of and why?
My proudest professional milestone was fast-tracking my industry licensing. Earning my Series 7, 66, and insurance credentials shortly after graduating from NYU Stern equipped me to solve real problems for the people I serve. It gave me the tools to immediately start helping individuals and families build secure, successful futures.
What is the most important financial or life lesson you hope to pass down to the next generation?
Anyone can make mistakes, we are all human. It is how you respond to a mistake or adversity that defines your character.
If you had a completely free, uninterrupted Saturday, where are you most likely to be found and how are you spending it?
I find my best Saturdays are a mix of movement and family. My ideal morning begins with a walk by the Potomac, followed by a trip to Maryland to catch up with my grandparents and niece. Whether I’m on the basketball court for a pickup game in the afternoon or working out, staying active is a priority-though I always value ending the evening quietly with a good book or a movie surrounded by family.
What is a travel destination that completely changed your perspective or exceeded your expectations?
While I’ve had the privilege of traveling to many places throughout my life, one place that stood out to me in particular was Florence, Italy. The deep-rooted history of the city, combined with its walkability, fantastic art galleries, and of course the incredible pasta and wine, exponentially exceeded my expectations. I would recommend Florence to anyone and I am eager to go back.
What is a hobby, sport, or skill you are currently terrible at but determined to master?
While “terrible” may be a harsh adjective, I am determined to improve my golf game and lower my handicap.
Are you a dog person, a cat person?
I am a dog person through and through. I grew up with 3 dogs and can’t wait to get one of my own in the very near future.