Natalie Fernandez
President @Meridian Wealth Management, Llc
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WORK HISTORY
President @Meridian Wealth Management, Llc
Tucson, AZ, US
Portfolio Management and Advisory Services* Retirement Planning* Corporate Investing - Retirement Plan Development and Strategies* Business Development* Education and Community Outreach and Impact
EDUCATION
University of Arizona
Education
SKILLS
ABOUT NATALIE FERNANDEZ
Experienced, established and professional Wealth Management Advisor with over 27 years in the Financial Services Industry. Passion for client-focused financial advising and creating long terms plans centered on building trusted relationships. Specialties in individual wealth management and retirement planning as well as planning for business investment needs and company solutions.Business focus is to create THE best client experience while creating a competitive and flexible turn-key platform for advisors to grow their business and service their clients. Commitment to education in the areas of finance and personal responsibility. Spent nearly 13 years as a co-host of a financial news radio program and regularly speaks to the youth from 8th grade up through the college and the university levels focusing on financial education and literacy. Host of many educational seminars and requested speaker at various events. Special interest in dedicating time to empower women to take charge of their financial futures. Active in the Tucson and Southern Arizona community and numerous non-profit organizations. Committed to family and community. The motto,\"lead by example,\" is embraced to make an impact on the lives and community that surround me.
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