Who We Are

Nate Kosman in Operating RoomIn 1995, I began my career in the financial services industry. Early on, I was referred to a CRNA and was able to help him secure a disability insurance policy. He also referred me to several co-workers whom I was able to assist as well.

As I developed a relationship with CRNAs, I learned a lot about the unique financial planning circumstances that you face. I also discovered that working with CRNAs was personally and financially rewarding. That is why in 2010, I decided to launch CRNA Financial in cooperation with The Rosselot Financial Group.

Our firm’s financial advisors are Registered Representatives of INVEST Financial Corporation, one of the nation’s largest independent broker dealers. We are also affiliated with Interdependent Advisors, a nationwide network of financial advisors registered with INVEST. Interdependent Advisors is not affiliated with INVEST.

Through these relationships, we have the resources to serve CRNAs locally and across the country.

Sincerely,
Nathan M. Kosman
President

Check the background of this investment professional on FINRA’s BrokerCheck.

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