Our Team
Balance Wealth and Happiness
Meeting you where you are on your financial journey.
Matt Natoli is more than a financial advisor; he’ll always be your collaborative partner in planning. Looking to make a career change? He is here to help. Just went through a divorce or recently widowed? Let’s talk about what’s next. Wondering where you should live in retirement? Matt will share his insights with you.
Matt Natoli, CFP®, CPWA®
Founder, Financial Advisor
Matt Natoli is a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED PRIVATE WEALTH ADVISOR® with more than 10 years of experience helping individuals and families with their personal finances. Matt approaches his job with humility, integrity, and transparency. His desire is to develop and maintain long-term relationships with clients through open communication and earned trust.
In 2010, Matt received his degree in corporate finance from San Diego State. Shortly after receiving his degree and witnessing the effects of the great recession, his passion shifted to helping individuals and families navigate the complexities of personal finance and wealth management. Matt went on to earn a Certificate of Financial Planning from Boston University and became a CFP® practitioner in 2015. To further deepen his knowledge, he successfully completed the Wealth Management Theory and Practice Program through Yale’s School of Management and became a CPWA® in 2019.
Matt spent approximately 10 years at JPMorgan Chase Bank and Chase Wealth Management prior to starting his own firm in May 2020. Throughout his time at Chase, he was recognized as a National Achiever and a top performer on his team. Matt is now fulfilling his dream of establishing a local and independent client-centric firm instead of working at a larger, traditional brokerage house.
Through ongoing education, his experience in the industry, and his certifications, Matt is highly qualified and motivated to act in his clients’ best interests. His recommendations are backed by facts and experience and always encompass his clients’ unique goals in accordance with their comprehensive financial plans.
Certifications and Licenses:
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- CERTIFIED PRIVATE WEALTH ADVISOR® Professional
- FINRA Series 6, 7, and 63 securities registrations
Ashley Tate
Director of Client Experience and Operations Specialist
Ashley Tate joins Natoli Wealth Management with a background in communications, nonprofit workforce development, event planning, and retail management. Throughout her work experience, she has actively served in management roles and alongside executives to improve client experiences, promote financial literacy, and enhance overall processes of businesses and how they serve their clients.
Ashley is experienced in communication skills and project management, she brings tremendous value to the Natoli Wealth Management team to organize and work towards our missions and core values as a business.
Ashley holds a bachelor’s degree in organizational communications from California State University, Sacramento and an associate degree in Business Entrepreneurship from Sierra College, Rocklin. Outside work, she enjoys cooking, staying active, and spending time with her husband, dog and daughter.
Our Extended Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of advanced planning, investment research, and retirement specialists to help us better serve your needs. Use these buttons to learn more about our support teams.