Natalie Brownfield Barron CFP, CEPA, CRPS is a Senior Vice President Wealth Management at UBS Financial Services Inc. in Seal Beach, CA. As a CERTIFIED FINANCIAL PLANNER professional and Senior Portfolio Manager, Natalie is dedicated to creating customized comprehensive financial plans for her clients, ensuring their financial security for the future. With a focus on guiding clients through major life events and helping them preserve and pass on their wealth, Natalie's expertise extends to various areas including divorce, career change, retirement, and loss.
Recognized as an industry leader, Natalie's commitment to her clients is evident in her collaborative approach, working with other advisors to provide well-aligned estate planning, insurance, and tax-efficient investing and withdrawal strategies. With a passion for making a difference in the lives of her clients, Natalie's expertise and recognition as a top wealth advisor make her a trusted partner in navigating the complexities of financial planning and wealth management.
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