Natalie Barron
Certified Financial Planner & Portfolio Manager
UBS
As a Certified Financial Planner and Portfolio Manager at UBS, Natalie creates financial plans and investment strategies to help ensure that her clients and loved ones are financially secure and able to accomplish what matters most to them. Natalie has been recognized by Forbes as a Best in State Next-Gen Wealth Advisor for CA and in Working Mother’s Magazine on their Top Wealth Advisor Moms List. She lives in Rossmoor, CA with her husband and two young daughters.
