Nathan Urquhart

CPA, CFP®

Nathan currently works as a financial and tax advisor for a firm that services Fortune 500 companies. He previously was a financial advisor and tax accountant to high net-worth individuals. He started his career working at PricewaterhouseCoopers where he worked with the audit team.
Nathan grew up in the Rocky Mountains in Hinton, Alberta, Canada, skiing, snowboarding and riding snowmobiles. His main passion is hockey and sports. He has a young son who is his life and lives in Carlsbad, CA.

Education
B.S Finance from University of Southern California, Marshall School of Business

Licenses and certifications
- CPA (Certified Public Accountant)
- CFP® Professional (CERTIFIED FINANCIAL PLANNER®)

Amar Patel

CPA, CFP®

Amar currently manages the tax practice at a Southern California wealth management firm (RIA) with over $900MM in assets under management. He was previously employed at large Los Angeles accounting firms and worked on complex tax engagements involving high-net-worth clients, large business entities, international tax issues, and M&A tax due diligence/structuring. He started his career working at a private investment firm in Chicago, where he honed his research and analysis skills.
Amar grew up in the suburbs of Chicago, and is a passionate Chicago Bulls, Bears, and Cubs fan. He and his wife share a love of travel—having already visited 30 countries (and counting!)—and now call sunny Long Beach, California home, where they continue their adventures with their energetic miniature schnauzer, Coco.

Education
- Master of Tax Law from Loyola Law School (Los Angeles) - B.S. Finance, B.S. Operations Management from Indiana University, Kelley School of Business

Licenses and certifications
- CPA (Certified Public Accountant) - CFP® Professional (Certified Financial Planner®)