Natasha Palmatier, CFP® is the Founder and President of Sunstone Wealth Management. She truly cares about people and helps them pursue their utmost 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 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 right path. Natasha always keeps the client’s best interest in mind and maintains the CERTIFIED FINANCIAL PLANNER® certification and Accredited Asset Management Specialist℠ designation. “I am committed to continuous industry education to ensure my team and clients are well informed.”
Natasha was named on the 2026 Forbes Best-in-State Women Wealth Advisors list and 2025 edition of the Forbes list of Best-in-State Next-Gen Wealth Advisors list, a recognition that highlights her and her team’s dedication to guiding clients with clarity, compassion, and strategic expertise.
Natasha began her advisory career in 2012 with Edward Jones, where she built a thriving practice and held multiple leadership roles. In 2020, she transitioned her business to Raymond James Financial Services and founded Sunstone Wealth Management. She earned her bachelor's degree in Finance from the Henry B Tippie College of Business at the University of Iowa and studied International Business and Finance in Italy.
She 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 and enjoys keeping up with her children’s many activities.
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.
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.
The Forbes America’s Top Next-Gen Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2025) included: 49,859 nominations for all rankings, based on thresholds, 28,226 invited to complete online survey, and 4,653 individuals considered and 100 individuals won the America’s Top Next-Gen ranking. This ranking is based upon the period from 3/31/24 to 3/31/25 and was released on 8/6/25. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information go to https://www.forbes.com/lists/top-next-gen-advisors.
