CFP®, MBA
Financial Advisor
I’m a big proponent of curiosity. I believe the more you know, the better choices you can make – in and outside of finance. One of the wonderful aspects of the financial industry is that it is everchanging, and the opportunity to learn is always present.
Nataliya is a financial advisor in Savant’s Dover, DE office.
As a CERTIFIED FINANCIAL PLANNER® professional, Nataliya is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Nataliya has been involved in the financial services industry since 2014. She was a wealth strategist for Wealth Management Group, LLC from 2017 until it joined with Savant in 2023. Prior to joining WMG, she worked in retail banking.
Nataliya earned a bachelor of science degree in finance and a master of business administration (MBA) degree in finance, both from Wilmington University in New Castle, DE.
Nataliya resides in Delaware with her husband, their two young children, and their dog. As a family, they enjoy camping, playing board games, and spending time outdoors. In her free time, Nataliya enjoys gardening, reading, going to the beach, baking, and crafting with her kids.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.