Nathaniel Chan was born in Dallas, Texas where he lived for ten years before spending seven years living in Singapore, a small country in Southeast Asia better known as the filming site of the film Crazy Rich Asians.
Nathaniel joined Custer Burish Financial Services (CBFS) in 2023 as a Financial Planner Assistant after attending Wheaton College in Illinois where he received his BA in Business/Economics. In his final semester, he interned for an entrepreneur at a startup leadership coaching company where he helped improve their digital marketing presence, provided insight on operational strategies, and completed various administrative tasks.
Nathaniel is currently working towards his Financial Industry Regulation Authority (FINRA) SIE, series 7, series 63 licenses, and Accident & Life (Disability) and Health Insurances licenses in Wisconsin. Nathaniel brings his experience and lessons learned to the CBFS team and supporting the financial planners.
In his free time, Nathaniel enjoys travelling, going on road trips with his family, and attending car shows with friends.