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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Dewindt is an Investment Advisor Representative at Cascade Financial Partners, LLC, a registered investment advisor with the state of California and Texas. Natalie has been working in the financial services industry since 2014 and has experience in financial planning and portfolio management. Natalie is a Certified Financial Planner and holds the Series 65 license. She is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
04/30/2024 - Present
Cascade Financial Partners, LLC (SAN DIEGO CA)
IA
Issued 09/10/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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