Nataliya’s Approach
Nataliya V. Zook
CFP®, MBA
Financial Advisor
Overview
Nataliya Zook serves as a financial advisor in our Dover, Delaware, office. As a CERTIFIED FINANCIAL PLANNER® professional, she helps individuals and families navigate various areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Nataliya began her career in financial services in 2014. Before joining Savant through its combination with Wealth Management Group, LLC in 2023, she worked as a wealth strategist at WMG and previously held roles in retail banking.
She earned both a bachelor’s degree in finance and a Master of Business Administration (MBA) in finance from Wilmington University in New Castle, Delaware.
Nataliya resides in Delaware with her husband, their two young children, and their beloved dogs. Together, her family enjoys spending quality time playing board games and engaging in various outdoor activities. In addition to these shared experiences, Nataliya finds that gardening, reading, and baking are good ways to unwind.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Wilmington University
Bachelor of Science in Finance
Master of Business Administration (MBA) in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.