Natalie Izquierdo
Client Service Associate
“Success is not the key to happiness. Happiness is the key to success. If you love what you are doing, you will be successful.”
Natalie Izquierdo is a Client Service Associate at PRISM, where she plays a key role in delivering top-tier service and personalized support. She assists with account opening, onboarding, money movement, and ongoing account maintenance. Natalie also serves as a direct point of contact with custodians, ensuring your requests are handled with accurately and efficiently.
With nearly a decade of experience in the wealth management industry, Natalie brings not only expertise but also a genuine passion for building strong relationships and delivering exceptional client service. Natalie holds a bachelor’s degree in business administration from Berkeley College and, outside the office, enjoys life as a proud mom of two young kids – spending as much quality time as she can with her husband and family.
Industry Leading Awards and Credentials
Investment advice offered through Integrated Partners, doing business as PRISM Financial Strategies, a registered investment advisor. Securities offered through M.S. Howells & Co., member FINRA/SIPC. M.S. Howells & Co, Integrated Partners and PRISM Financial Strategies are separate entities.
Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Integrated Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.
Disclosures: Firm ADV, Part 2 Brochures | Part 3 Form CRS
