ETHAN SLATE, CFP®
Investment Advisor | Financial Planner
I am an investment advisor with Applied Capital, a financial planning firm providing individuals and small businesses around the country with sound financial guidance. I am helpful, and always willing to tackle any size planning problem. I enjoy complex situations, have numerous planning techniques at my disposal, but stay grounded in an investment philosophy that is derived from academically proven historical studies. I am constantly seeking to teach new clients principles that will transform their financial situation for the better. My best moments are when I see clients succeed through dedication to grounded financial advice. I am currently in the process of obtaining my Certified Financial Planner designation.
I worked as a general contractor and structure mover prior to joining the Applied Capital team. I worked vigorously in Washington D.C. and in flood plains around the nation. In that work, I lifted and saved the homes of many who experienced catastrophic flooding events. With the International Association of Structural Movers, I produced several successful cost/benefit studies concerning the flooding in residential areas of the United States. In my passion for education, I continue to provide lectures to the students of WKU concerning how flood insurance functions.
Here at Applied Capital
Education
Western Kentucky University Gordon Ford College of Business BS in Finance
CFP®
Series 65 License
Life and Health Insurance License
Background
I am a Nashville native, root loudly for the Volunteers, enjoy hunting clay pigeons, and am an avid backpacker. My weekends are spent outdoors year-round no matter the temperature. I can be found outside of work enjoying my family’s farm or collecting another, “soon to be,” running pickup truck.