Experience to guide you forward

Natalie is a CERTIFIED FINANCIAL PLANNER™ , Certified Exit Planning Advisor and a Chartered Retirement Plan Specialist. Creating strategies designed to help ensure her clients and their loved ones are financially secure for the future is one of her greatest passions. That’s why she begins each client relationship with a customized comprehensive financial plan. It’s especially important for clients who are navigating challenging life transitions like divorce, career change, retirement and loss. But to Natalie, everyone can benefit from the decision-making advice a financial plan provides. From helping highly compensated executives manage restricted stock and stock options to small- and middle-market business owners navigating the pre- and post-sale process, Natalie and her planning insight truly make a difference in the lives of her clients. Always a collaborator, she also works with her clients’ other advisors to provide well-aligned estate planning, insurance and tax-efficient investing and withdrawal strategies.

Natalie has been recognized in several publications, including being named by Forbes as a Best In State Next-Gen Wealth Advisor for CA in 2019 and by Forbes as America's Top Next-Gen Wealth Advisors in 2018 and 2017.  Working Mother Magazine recognized her in 2020, 2019 and 2018 on the Top Wealth Advisor Moms List and she has been featured  in Long Beach Magazine.

Credentials that build confidence

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Certified Exit Planning Advisor (CEPA)
• Chartered Retirement Plan Specialist^SM (CRPS®)
• Series 7 and 66 securities licenses
• Life and health insurance licenses CA
• B.A., speech communication; minor in business marketing, California State University, Long Beach

Outside of UBS Natalie is a Group Leader for ProVisors Seal Beach, a member of The Estate Planning and Trust Council of Long Beach and the Alpha Phi Alumnae Association of Long Beach. She volunteers with Memorial Care and the Memorial Medical Center Foundation on the Dancing For Our Stars Gala Committee. Natalie, her husband and two daughters live in Rossmoor. In their free time, you’ll find them at the beach, local parks or bike riding.

Registered States: AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, TN, TX, UT, VA, WA, WI

• Certified Retirement Plan Specialist (CRPS)
• Certified Financial Planner (CFP)

• Minor, Business Marketing - California State University, Long Beach, CA
• Bachelor of Arts, Speech Communication - California State University, Long Beach, CA

• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life, Health, Accident Insurance and Variable Contacts Licensed CA
• Series 7, General Securities Representative

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, KS, MA, MD, MI, MT, NC, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI