Natalia is a wealth advisor and managing partner at Callahan Wealth Advisory. While focusing her business on her clients’ individual financial objectives, Natalia believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach – delivered with constant personal attention and a commitment to her clients’ best interests – that guides Natalia’s role as an advisor.
With over 11 years of experience, Natalia is dedicated to managing and preserving wealth for individuals and their families. By establishing deep and valued relationships, she is able to gain a holistic understanding of her clients’ needs and goals. Natalia works toward enhancing and preserving clients’ investments while assisting them in realizing their goals through long-term financial solutions.
Natalia and her husband, Colin Callahan, founded Callahan Wealth Advisory to establish a boutique planning and investment firm independent of the traditional Wall Street models. While acting as a fiduciary, they pride themselves in providing individual, customized risk management solutions to each of their clients.
Natalia was born and raised in Brazil, where she earned a bachelor’s degree in business and relocated to the United States at the age of 21.