Natalie assists clients in all areas of the wealth management process which includes partnering with clients to gather financial planning data. Along with her colleagues she creates complex models to identify retirement date targets, withdrawal rates, and identify the longevity of asset based cash flows for families and foundations. Natalie also assists in the organization of estate planning documents and works with her colleague, Tamra Stern JD CFP, in regard to tax guidance advice. Given her role in wealth management and client affairs, she attends periodic client reviews. Along with maintaining client relations, Natalie is involved in all of the day-to-day aspects of the firm including account administration, branding, and communicating with the firm’s partnering institutions.
Natalie earned her CERTIFIED FINANCIAL PLANNER™ certification from the University of California, Berkeley. She is a graduate of the University of California, Santa Barbara with a BA in Economics and Mathematics.
In her free time, Natalie enjoys hiking in the nearby Marin Headlands as well as venturing further along the California coast. She is a fan of science fiction novels, true crime documentaries, and Comedians in Cars Getting Coffee.