Natalie Quirarte

Financial Advisor

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.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

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