Natalie L. Quirarte
Vice President, Financial Planning
Natalie L. Quirarte is Vice President of Financial Planning and carries Series 7, 63, and 66 securities licenses, as well as a Certified Financial Planner (CFP®) designation. Natalie has her Life & Health Insurance License and is a Certified Long-term Care Planning Specialist (CLTC); CA.
Her expertise in the financial services industry, coupled with her people skills and common-sense approach to life, make her an invaluable resource to her clients. She is an in-demand public speaker throughout San Diego County, simplifying the mysteries surrounding proper financial planning, family wealth succession/legacy planning, and business exit strategies.
Natalie’s philosophy is that our money is a tool to be used to support our most important assets; our families and our quality of life. Through education, Natalie’s clients make better financial decisions, which promote better financial results.
Natalie completed her financial planning certification coursework at Boston University in 2006. She raised three children, and in 2008, was honored as one of “50 Best Moms in San Diego.” In addition, she chaired the Activities Program for Friends of New Haven, an organization that supports New Haven Youth and Family Services, providing life-changing experiences and opportunity for underprivileged boys.