Nate Impellizzeri is a Wealth Planning Advisor at Stone Oak Wealth Management, where he works closely with individuals and families to provide comprehensive, goals-based financial planning designed to bring clarity, confidence, and long-term peace of mind. Nate believes successful wealth management begins with understanding what matters most to each client and building disciplined strategies that support their life goals across generations.
Nate brings experience from both the independent and institutional sides of the industry. He began his career in Michigan with Michigan Financial Companies, gaining early exposure to client advisory services and investment planning. He later joined J.P. Morgan as a Financial Advisor and fiduciary, where he partnered with clients to develop customized strategies across investments, retirement planning, and long-term wealth management always with a focus on prudent decision-making and fiduciary responsibility.
He earned his Bachelor of Science in Finance, with a minor in Economics, magna cum laude, from Purdue University’s Krannert School of Management. Nate’s analytical training, combined with Stone Oak’s planning-centric philosophy, allows him to deliver thoughtful, well-structured solutions tailored to each client’s unique circumstances, values, and aspirations.
Outside of the office, Nate enjoys reading, golfing, and experimenting in the kitchen as an avid home chef. An advanced skier, he frequently travels across the U.S. to explore new mountains and terrain. A lifelong Detroit sports fan, he proudly embraces his Michigan roots and brings the same discipline, preparation, and passion to his work with clients that he brings to his personal pursuits.
LICENSES
- Securities Industry Essentials (SIE) Examination
- General Securities (Series 7)
- Uniform Securities Agent State Law (Series 63)
- Investment Advisor Representative & Uniform State (Series 66)
EDUCATION
- Purdue University’s Krannert School of Management
- The American College of Financial Services
REGISTRATIONS
- Financial Industry Regulatory Authority (FINRA)