Natalie Barkley, CFP®
Paraplanner
Natalie’s role at InVestra is to enhance and add capabilities to financial planning as a paraplanner and Certified Financial Planner (CFP®) for our team. She has industry experience both as an advisor and now in a support role for InVestra Financial clients. She is committed to providing high-quality relationship building through our financial planning approach working in conjunction with Wealth Managers here at InVestra. Her primary responsibility will be to aid and maintain the existing relationship we have built and work with our team in the Financial Planning Department. This will involve calls to collect data from our Financial Planning clients, all executed in close partnership with Wealth Advisor, Erin Eiras, and the team of Relationship Managers at InVestra. This close communication is vital to ensure we address and establish a successful roadmap to your financial future.
At a young age, Natalie discovered the captivating potential of financial literacy to work its transformative magic in people’s lives. This revelation came to her as she observed the remarkable positive changes it brought to her parents’ lives through their collaboration with a Financial Planner. This early exposure ignited a profound passion within her for the financial world and its extraordinary capacity to create a lasting impact across generations.
Natalie’s academic journey led her to Penn State, where she pursued a degree in Finance and Accounting and earned the distinguished Certified Financial Planner (CFP®) designation. Natalie’s exceptional attention to detail has always been a hallmark of her character, ensuring that no facet of a financial plan escapes her meticulous eye. Her commitment to maintaining the utmost level of accuracy is unwavering, a testament to her role as a dedicated CFP® at InVestra. Leveraging her proficiency, she assists Wealth Managers in crafting financial plans complete with customized strategies, aiming to empower individuals and families to work towards achieving their distinct aspirations.
Beyond the world of finance, Natalie derives joy from a variety of pursuits, including her love for literature, her dedication to CrossFit, and her passion for world travel with her family. Above all else, Natalie’s heart revolves around her family. She relishes the precious moments spent with her one-year-old son, Carter, her beloved husband, Greg, and their cherished pets.
Contact Us for more about our Financial Planning Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more about asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.
Natalie Barkley, CFP®
Paraplanner
Natalie Barkley, CFP
Paraplanner
Natalie Barkley, CFP®
Paraplanner
Natalie’s role at InVestra is to enhance and add capabilities to financial planning as a paraplanner and Certified Financial Planner (CFP®) for our team. She has industry experience both as an advisor and now in a support role for InVestra Financial clients. She is committed to providing high-quality relationship building through our financial planning approach working in conjunction with Wealth Managers here at InVestra. Her primary responsibility will be to aid and maintain the existing relationship we have built and work with our team in the Financial Planning Department. This will involve calls to collect data from our Financial Planning clients, all executed in close partnership with Wealth Advisor, Erin Eiras, and the team of Relationship Managers at InVestra. This close communication is vital to ensure we address and establish a successful roadmap to your financial future.
At a young age, Natalie discovered the captivating potential of financial literacy to work its transformative magic in people’s lives. This revelation came to her as she observed the remarkable positive changes it brought to her parents’ lives through their collaboration with a Financial Planner. This early exposure ignited a profound passion within her for the financial world and its extraordinary capacity to create a lasting impact across generations.
Natalie’s academic journey led her to Penn State, where she pursued a degree in Finance and Accounting and earned the distinguished Certified Financial Planner (CFP®) designation. Natalie’s exceptional attention to detail has always been a hallmark of her character, ensuring that no facet of a financial plan escapes her meticulous eye. Her commitment to maintaining the utmost level of accuracy is unwavering, a testament to her role as a dedicated CFP® at InVestra. Leveraging her proficiency, she assists Wealth Managers in crafting financial plans complete with customized strategies, aiming to empower individuals and families to achieve their distinct aspirations.
Beyond the world of finance, Natalie derives joy from a variety of pursuits, including her love for literature, her dedication to CrossFit, and her passion for world travel with her family. Above all else, Natalie’s heart revolves around her family. She relishes the precious moments spent with her one-year-old son, Carter, her beloved husband, Greg, and their cherished pets.
Contact Us to find out more about our Financial Planning Services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.
