Natalya Robbins
Financial Planner @Prudential Advisors
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WORK HISTORY
Financial Planner @Prudential Advisors
South Portland, ME, US
A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.
EDUCATION
The American College of Financial Services
WMCP®, Wealth Management Certified Professional
The American College
ChFC®, Chartered Financial Consultant
Pomorsk State University named after M.V. Lomonosov
BA, Highest Honors, Education and Foreign Languages
The American College
RICP®, The Retirement Income Certified Professional Designation®
ABOUT NATALYA ROBBINS
Most of my clients are women who live a dynamic life balancing careers, raising families, have saved for the future, with little time to manage their finances. While their accomplishments are remarkable, something dramatic happens in their lives, or they realize that the financial decisions that must be made will have a huge impact on their lifestyle, and it’s causing them anxiety. They simply want to feel in control and informed while continue building their empire. Based on the core issues and concerns that many women face when it comes to their money I have designed a unique process that enhances the experience for women.By working together, we will: Develop your Life by Design Plan: This plan provides a clear path to creating the life you truly want to live. Incorporate my Balanced Investment Strategy: Understanding what you have is a critical component to accomplishing what matters most to in your future. You can participate in my Savvy Women Invest on Purpose Events : This program is designed to inspire, empower, educate, and prepare you for life’s opportunities as well as its inevitable challenges.Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to \'Contact\' section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Congress Street Financial Group or Prudential.RICP conferred by The American College.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness.The financial professionals associated with LPL Enterprise 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.
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