CA Insurance Lic# 0E57811
LPL Financial Advisor
For over 15 years, Natasha has helped clients navigate the complexities of capital markets by turning esoteric concepts into understandable solutions. Her career and reputation are built on delivering tailored planning strategies and common-sense investment strategies that help clients seek to achieve their goals. Natasha began her career as a financial advisor with Atlas Securities, later acquired by Wachovia, in Palo Alto, CA where she developed an understanding of the needs of high net-worth individuals and families. Later in her career, she spent time building a large practice at JPMorgan Chase. Natasha joined Wells Fargo Advisors in 2012 to provide advisory services to a smaller group of clients where she built deep, lasting relationships.
Natasha then joined Meriwest Wealth Advisors at Meriwest Credit Union, where she enjoyed a smaller community culture and provided the level of service every member deserves. Natasha has unique perspectives on international investing given her experiences living overseas.
Natasha is originally from Ukraine and came to the States in 1997. She speaks fluent Russian and Ukrainian. Natasha earned her bachelor's degree in Business Administration at Vinnytsia Institute of Trade and Economics of Kyiv National University of Trade Economics in Ukraine. Away from the office, Natasha spends time with her friends and family. She enjoys traveling internationally and locally. Exploring United States with such a diverse landscape – both culturally and physically gives her a deep appreciation for all our beautiful country has to offer.