Nate McCullough

Nate is a bilingual financial advisor that is passionate about serving individuals, families & business owners to help empower their financial growth, unlock financial freedom, and ensure that they are fully prepared for their financial future.

Nate has been working in the financial industry at Wells Fargo, JPMorgan Chase, and now Mosaic Wealth Solutions. He was also a business owner for 10 years building and then running a franchise. He is well versed in the needs of families and business owners. Nate was raised locally in the Scottsdale before then moving to South Korea for 3 years. After Korea, he moved back to Arizona to work for Wells Fargo. He worked there for 2 years helping clients to achieve financial success and achieving multiple awards for service and success. Nate then made his way to China where he eventually stayed for 10 years running sales and marketing for an entire region of a top 3 firm and then later creating his own business and running a franchise. This is where he learned to speak Chinese(Mandarin).

While in China, Nate got married and had kids. They moved back to Arizona in 2022 where Nate joined JPMorgan Chase. In 2023, Nate achieved the award for the JPMorgan National Achiever, an award given to a Top 1% producer in the country. In 2024, Nate decided to take all his diverse business and finance experience and bring that to Mosaic Wealth Solutions.

His expertise lies in crafting tailored strategies that will align with your retirement goals to help you enjoy a comfortable and worry-free retirement.

Nate and his family are active in the community attending many volunteer events and community activities throughout the valley. They also enjoy the outdoors like camping and kayaking at the many beautiful Arizona lakes.