Natalie Meziere
Vice President
Natalie focuses on retirement plan advisory, partnering with plan sponsors and committees to support their fiduciary and investment decision making. She has been with the firm since 2018, having built her background as an RFP Analyst before moving into an advisory role, giving her deep familiarity with the retirement plan proposal and evaluation process. She earned a Bachelor of Arts in Psychology from the University of California, Merced.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
