Nathan DeFilippi, CPA,MBA

Nathan DeFilippi, CPA,MBA

Partner -

Office: 800-476-9150
Fax: 800-392-2179
E-mail:
 
Partner Nate has been part of the financial services industry since 2012, joining PRESTIGE Wealth Strategies after spending 8+ years working for a Pittsburgh-based CPA firm. Nate graduated with a Bachelor’s Degree in accounting/finance and Master’s Degree in Business Administration from Seton Hill University, where he also played 4 years for the baseball program. As a financial consultant, Nate’s focus is on goal-based wealth management, helping individuals and families in pursuit of both their short and long-term financial objectives. Nate assists in the team’s goal-based focus by reviewing all aspects of a client’s life in relation to their financial plan to maximize the efficient transfer of wealth on a tax favorable basis. Nate holds the Certified Public Accountant (CPA) designation. Nate is a devoted family man and loves maximizing time with his large Italian family, prioritizing the five F’s: Faith, Family, Friends, Food, and Fitness. Nate is also an enthusiastic Pittsburgh sports fan and loves cheering on his Pirates, Steelers, and Penguins. Nate is a resident of Beaver, PA, where he lives with his wife Amanda, twins Vito & Isolina, and their beloved black lab Luna.


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

PRESTIGE Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

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