Community First Investment Group has welcomed Nate Hasto, an affiliate with LPL Financial, the nation’s largest independent broker-dealer and a leader in the retail financial advice market.
Hasto
“We are delighted to welcome Nate into our organization,” Program Manager Karen Munsey said. “Nate’s dedication to making a meaningful impact in the lives of his clients will be instrumental as we expand our presence from Howard County into Hamilton and Marion County. Nate is based in Westfield and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.”
Hasto is a finance industry veteran and started his career in 2014. He began at a large firm where he provided education and guidance to clients regarding their investment options, risk management tactics, and debt elimination strategies. Looking for a more customized approach to better serve his clients, he then spent the next phase of his career as an Independent Advisor with a small boutique firm implementing plans for families and small businesses.
When it comes to his community, Hasto says he enjoys spending his time developing relationships with other passionate professionals and being a connector.
“Everyone has a unique story to tell and gifts they can use to make their community a better place,” Hasto said. “Half of the fun is learning about them and helping them connect with people that share their vision.”
While he enjoys meeting new people, Hasto says he is also passionate about opportunities to share his knowledge and expertise in personal finance with organizations and initiatives that can further support the Hamilton County community he calls home. Volunteering time on leadership councils and speaking to community groups about the benefits of financial literacy are just some of the ways he enjoys giving back.
Hasto earned his bachelor’s degree in Marketing from SUNY Brockport in New York State and decided that utilizing his skills in communication could make a great impact in the financial industry shortly after graduation.
“I was always intrigued by the premise of investing and how to use money more effectively,” Hasto said. “The sad truth is that most people make it all the way through school without ever getting a formal education in personal finance. The first time I explained a financial concept and watched the lights turn on for that client, I was hooked!”
To learn more about Community First Investment Group, please visit cfigadvisors.com.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Bank and Community First Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Group, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank or Community First Investment Group. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, IN, MI, MN, NC, NY, OH, SC, TN, TX, VA, WI. Not FDIC insured by FDIC or any other government agency. Not bank guaranteed. Not bank deposits or obligations. May lose value.