Natasha H. Palmatier,
CFP®, AAMS® Founder and President, SWM Wealth Advisor, RJFSVisit my website Sunstone Wealth Management
Natasha is the founder and owner of Sunstone Wealth Management, and a wealth advisor for Raymond James. She truly cares about people and about helping them pursue their upmost wealth potential. She strives to provide dedicated and focused service and personal attention to each client and situation. Over the last decade, she has worked with clients and their other professionals to create comprehensive wealth plans that are designed specifically for their unique situation and complex needs. “My goal is to create investment strategies that leave each of our clients feeling confident and comfortable,” Natasha says.
Natasha believes communication is the foundation of a trusted relationship and prioritizes both regularly scheduled connections and being there when needs arise. She knows life happens, and she will be there to adapt and guide you along the way. Natasha always keeps the client's best interest in mind and maintains the Certified Financial Planner® (CFP®) certification and Accredited Asset Management Specialist™ designation. “I am committed to continuous industry education to ensure my team and clients are well informed.”
Previously in her career, Natasha was a financial advisor with Edward Jones for eight years, where she held numerous leadership roles. She earned her bachelor’s degree in finance from the Henry B. Tippie College of business at the University of Iowa. She also studied international business and finance in Italy.
Natasha resides in the beautiful state of Arizona with her husband, Jake, and their four children, Isabella, Mila, Wyatt and Remington. She cherishes quality family time. “My husband and I are blessed to provide our children a life of adventure and education,” she says. They travel in their RV, exploring the beautiful places our country has to offer.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
