Natalie Quirarte
Financial Advisor
Designations: CFP®
With three decades of wealth management expertise, Natalie Quirarte is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s San Diego, California, office. A graduate of Colorado Tech University (Finance), and Boston University, where she completed her financial planning coursework, Natalie’s philosophy is to develop effective, lasting partnerships with people, not their assets. She focuses on each client’s specific needs which frequently includes highly sensitive and confidential matters. A highly sought after public speaker, Natalie provides financial education to companies throughout Southern California. The mother of three grown children, in 2008, Time Warner named her, “One of 50 Best Moms in San Diego.” Natalie is on numerous Boards and works to elevate survivors of human trafficking, domestic violence and women diagnosed with ovarian cancer.
Education and Certifications
Who I Best Work With
What Guides My Approach
With three decades of wealth management expertise, Natalie Quirarte is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s San Diego, California, office. A graduate of Colorado Tech University (Finance), and Boston University, where she completed her financial planning coursework, Natalie’s philosophy is to develop effective, lasting partnerships with people, not their assets. She focuses on each client’s specific needs which frequently includes highly sensitive and confidential matters. A highly sought after public speaker, Natalie provides financial education to companies throughout Southern California. The mother of three grown children, in 2008, Time Warner named her, “One of 50 Best Moms in San Diego.” Natalie is on numerous Boards and works to elevate survivors of human trafficking, domestic violence and women diagnosed with ovarian cancer.
More About Natalie:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9