portrait of Natali M Sanchez
FINANCIAL ADVISOR

Natali M Sanchez

ChFC®, CRPC™
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Traveling
  • Camping
  • Reading
  • Photography
  • Record Collecting

Team Members

  • Helena Berardi
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(805) 461-3453

Fax

(888) 817-3966

Office Address

7305 Morro Road Suite 202
Atascadero, CA 93422opens in a new window

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