Natalie
Marin
Northstar Financial Planning, LLC
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About this Advisor
Natalie Marin is a financial advisor based in Windham, New Hampshire, working with Northstar Financial Planning, LLC. Natalie has previously held positions at Paladin Advisors LLC, Sun Life Financial, Mfs Investment Management, Northeastern University, Northstar Financial Planning, LLC, and Dunkin Donuts. Natalie has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, Natalie is part of Northstar Financial Planning, LLC, which operates out of Windham, New Hampshire. The firm has 8 employees and manages assets totaling $229.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Northstar Financial Planning, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northstar Financial Planning, LLC Brokerage Details
$229,169,049
8
513
$446,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Natalie Marin Work History
Northstar Financial Planning, LLC
Paladin Advisors LLC
Paladin Advisors LLC
Sun Life Financial
Northeastern University
Mfs Investment Management
Northeastern University
Dunkin Donuts
Disclosures
Please visit the SEC profile of Natalie Marin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northstar Financial Planning, LLC
Windham, NH
Windham, NH
Windham, NH
Windham, NH
Windham, NH
Windham, NH
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