ChFC®, Wealth Advisor
Natalie is a registered Investment Advisor Representative, holds the Series 6, 63, and 65 licenses as well as a Life and Health Insurance license. She has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services and also received the Certified Plan Fiduciary Advisor (CPFA) professional designation, which attests to the expertise and experience of working with employer retirement plans.
Prior to joining CWA, she held roles with several large RIA and consulting firms providing wealth management as a Trust Officer, Director of Employer Retirement Plans and Regional Vice President. She was instrumental in expanding the footprint of her prior firm by opening branch offices throughout Southern California. Her career spans over 20 years and includes expansive knowledge in private wealth management, employer retirement plans and investment consulting.
“Through my years of experience, I understand the complexity my clients face in the financial arena today. My passion is supporting a vast array of clients and employers to reach goals specific to each individual, as well as providing insight and clarity to grow and preserve assets for the long-term.”
In her free time, she is extremely active and loves to hike, golf and walk. She enjoys traveling, music, and playing with her dog, Panda. She is a member of Women in Pensions, National Association of Pension Advisors, Women in Insurance & Financial Services, and Women’s Investment Networking & Entrepreneurial Group.