Natali Sanchez, Financial Advisor located in Atascadero, CA

Financial Advisor
Natali M Sanchez

ChFC®, CPWA®, CRPC™
7305 Morro Road Suite 202, Atascadero, CA 93422opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • LGBTQ+ Finances

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CPWA®

    Certified Private Wealth Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Photography
  • Pickleball
  • Traveling
  • Camping
  • Reading

Team Members

  • Stacy Huerta-Alcorn
    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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