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Natasha T.

Location:

Irvine, CA
Hometown: Irvine

Member since:

December 12, 2011

What kind of business do you own?

By day, I work as a Wealth Management Advisor, helping people and businesses to thoughtfully design and impement their financial strategies to achieve their goals and dreams. I help my clients to accumulate, grow and preserve their wealth. I am also a full time mom of 2 beautiful kids and a proud owner of a Children's Clothing Boutique (http://forflower.ecrater.com)

How long have you been in business?

Wealth Management = just over 12 years Clothing Boutique = 2 Mom = 5

what would you like to gain from this meetup?

I love meeting new people, seeing what they can offer and hopefully bringing value and expertise to anyone who may need it.

What is your the best Phone Number and Email to reach you at in order to welcome you to the group?

No answer yet

Introduction

I am a Wealth Management professional, with extensive background in banking, investments, insurance and retirement / estate planning. I hold a BA degree in Finance from Cal State Fullerton and an MBA degree from Pepperdine University.


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