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Nathan Truax

Nathan Truax

Regional Director- Southern California

Nathan is the Southern California Regional Director for Lincoln Financial Advisors/Sagemark Consulting. With over 19 years of experience in the areas of tax efficient investing, business owner planning, estate planning and retirement income planning; Nathan helps advisors and clients connect with the various resources within Lincoln that can assist them in their financial planning needs.

Nathan is a former Division 1 Baseball player earning a scholarship to the University of Utah and has a degree in Business Management.  Nathan holds a FINRA Series 7, 63, 65, 66 and 24 securities registrations as well as a CA life insurance license.  Nathan is married and has two sons.