Natalie Truty, CFP®

Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.

Previous Experience

• Research Coordinator at University of Pittsburgh Decision Neuroscience Lab

Education & Credentials

• BS, The University of Pittsburgh, Psychology
• Executive Certificate in Financial Planning, Duquesne University
• Certified Financial Planner^™

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.