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Our financial advice team


Maria Natarelli

Maria Natarelli

CFP®, CRPC®, BFA

Private Wealth Advisor

Managing Partner of
Inspire Confidence Group
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Women's Financial Strategies

Interests

  • I am happiest when I am surrounded by family and friends, sharing a great meal and enjoying each others company.
  • I also love to spend time in the Adirondacks, and traveling to the sun and sand in Chatham Mass., and both Florida coasts.

Community participation

  • Financial Planning Association of Northeastern NY, Board Member and Pro-Bono Co-Chair
  • Fundraiser for Regional Food Bank of Northeastern New York
  • Fundraiser for the The Boys and Girls Club of Southern Rensselaer County

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor
  • BFA™ Behavioral Financial Advisor™

Education

  • Bachelors of Science in Marketing & Management from Siena College
  • Columbia High School, East Greenbush, NY