Natalie Yaksick
Managing Director, Wealth Advisor
- Role
- Partner, Wealth Advisor at Tribridge Wealth Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Natalie Yaksick
Natalie provides sound, prudent financial advice and carefully guides her clients through a process that offers solutions for income, retirement, financial planning, and wealth transfer purposes. As an experienced advisor with over 30 years of experience, she is committed to make your journey to financial success a reality. By providing in-depth knowledge, she can assist you in identifying the investments and solutions that are right for you and your needs and goals. She offers a service model that is customized to your expectations while having your “Best Interest” in mind. Natalie is a Penn State graduate with a Bachelor’s Degree in Finance with an emphasis in Economics. She holds various securities registrations and the Certified Retirement Planning Counselor (CRPC) designation, through the College for Financial Planning. Natalie is a long time Pittsburgh resident that enjoys spending time and making long-term memories with her boyfriend, family, and friends, and dogs too! Securities and insurance products are offered through LPL Financial, member FINRA/SIPC. Advisory services are offered through Gladstone Wealth Partners. INVESTMENTS ARE:*NOT FDIC/NCUSIF INSURED *MAY LOSE VALUE *NOT FINANCIAL INSTITUTION GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY GOVERNMENT AGENCY.
Experience
Partner, Wealth Advisor
Aug 2024 — Present · Pittsburgh, PA, US
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Penn State University
BACHELOR OF SCIENCE, FINANCE
1982 — 1986
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