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Maria Natarelli, Private Wealth Advisor serving the Albany, NY area - Ameriprise Advisors

Maria Natarelli

CFP®, BFA, CRPC

Private Wealth Advisor

Managing Partner of
Inspire Confidence Group
15
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Women's Financial Strategies

Qualifications

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

Education

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

Awards & recognition

  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2021
  • AdvisorHub 50 Advisors to Watch (under $1Bil), 2022

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

Interests

  • I am happiest when I am surrounded by family and friends, sharing a great meal and enjoying each other’s company.
  • A fan of sun and water, I love to spend time at our cabin in Bolton Landing, NY as well as visit family in Cape Cod and Florida.