Natalie Smith was born and raised in the Central Valley. She moved to Monterey county in 2016, where she resides with her husband and two sons.
Natalie holds a bachelors degree in Accounting. She is Series 7 and Series 66 licensed.
In her free time, Natalie enjoys spending time with her sons and completing various home improvement projects. She also pursues an active lifestyle, and enjoys cooking and gardening.
Natalie enjoys getting to know her clients on a personal level and consistently improving her investment, tax, and financial planning knowledge to better serve her clients and community.
Natalie has been with Jacob Young Financial since 2017.