Natalie Pavia
BFA™
State(s) Licensed: AZ, CA Insurance Lic. #4196514, CO, CT, ID, MA, OR, WA
3605 Alamo St, Suite 320
Simi Valley, CA 93063
State(s) Licensed: AZ, CA Insurance Lic. #4196514, CO, CT, ID, MA, OR, WA
Clarity for where you are today, confidence for where you’ll be tomorrow.
Ready to pursue lifelong dreams — like supporting people and
causes you care about? The right guidance can help you get there.
Tell me where you're at today, and my team and I will draw on our 20+ years of industry expertise to help you map out a path to a more secure financial future. Together, we can assist you with:
- Tax Efficiency and Education
- Retirement Income Planning
- Investment Management
- Protecting loved ones against the impact of Long-term care, death, and disability
- College Planning
There is no one size fits all to financial planning. That is why we leverage specific tools and solutions to help you get to where you want to be. Everyone deserves a financial plan.
Click here to book an appointment today!
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Location
Simi Valley Office
- Phone:
- 805-590-7426