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S2, Ep 20- Guiding You Through Life’s Toughest Moments | Nate Sorensen | Sorensen Financial, PLLC
Season 2 Episode 20
In this powerful episode of Who Is This, we sit down with Nate Sorensen — CPA, CFP®, and founder of Sorenson Financial — to talk about what it really means to guide people through life’s hardest financial seasons.
From losing a loved one to facing divorce, job loss, or major life transitions, Nate explains how financial planning is about so much more than numbers — it's about people. He shares why he left a corporate job to build something rooted in trust, transparency, and empathy.
🎯 Topics Covered:
✅ Why Nate Left Freeport to Start Sorenson Financial
💰 The Emotional Side of Money
💼 Helping Clients Through Death, Divorce, and Transitions
🧠 What a CPA/CFP Can Actually Do for Your Life
🏌️♂️ Why Golf = Family Time for Nate
💡 How He’s Changing the Way People Think About Financial Advice
📍 Based in the Gila Valley, Nate serves clients locally and beyond with personalized financial planning and tax strategies.
🎧 Listen now for a blend of business insight, personal story, and real heart.
👉 Like, comment, and subscribe for more inspiring local stories.
#WhoIsThisPodcast #NateSorensen #SorensonFinancial #CPA #FinancialPlanning #MoneyAdvice #GilaValley #LifeAndMoney #PersonalFinance
Published on 1 month ago