Professionally

Natalie received a Bachelor of Science in chemical engineering at the University of California, Santa Barbara (UCSB). On the West Coast, she worked as an engineering consultant on large capital projects at pharmaceutical companies such as Genentech/Roche, Bayer, Novartis, and BioMarin, to name a few. Natalie moved to New York City in 2013 to work as an engineer at Perrigo, the world’s largest manufacturer of store-brand pharmaceutical products. After seven years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Natalie passed the Certified Financial Planner™ (CFP®) exam in July 2017, obtained the Certified Divorce Financial Analyst® (CDFA®) designation in June 2019, and is continually working to deepen her knowledge in the profession. Natalie is a member of the firm’s investment committee and plays a key role in researching and reviewing our portfolio holdings and investment philosophy.

Natalie’s work has earned industry recognition and is frequently published in the national news media. She was named one of Financial Planning’s 7 Rising Stars of 2024, AdvisorHub’s Advisor to Watch - Under $1B in 2025, and Financial Advisor Magazine Young Advisors to Watch in 2025. Natalie has been featured in national media outlets including CNBC, MarketWatch, Financial Planning, and U.S. News & World Report. She has also been invited to be a speaker and panelist for several events around financial planning and investment management.

Natalie is also a financial contributor to Forbes.com. Read her articles here.

Francis Financial has reviewed the criteria for these awards and believes that any questionnaire or survey used to select Natalie Colley is structured so that it is equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result. This recognition by Financial Planning was received on September 24, 2024 based on a review period as of 6/17/2024. This recognition by AdvisorHub was received on June 18, 2025 based on a review period as of 3/31/2025. Charles Schwab Advisor Services created and tabulated this rating. This recognition by Financial Advisor Magazine was received on May 1, 2025 based on a review period as of 3/31/2025.

Personally

Natalie lives in New York City with her husband and their daughter, Sloan. Her favorite activity outside of work is running with friends, which she does every Saturday. Her athletic pursuits have earned her four age-group finishes in the Escape from Alcatraz Triathlon.

Natalie and her husband love to travel and enjoy visiting wine regions in France to discover the best French wines. If she could be anywhere else in the world, Natalie would travel to Florence Lake in the Sierra Nevada Mountains where her family has taken yearly trips since she was only nine months old.

Purpose

Growing up with little money, my family often had to rely on the kindness of others for basic necessities like food and housing. I experienced, first-hand, the fear, guilt, and anxiety that results from not having control over your financial situation. Those early experiences shaped my commitment to empowering women to take ownership of their financial lives. My interest in personal finance began early. I opened my first Roth IRA at age 19 and even convinced my college roommate to do the same. I find it incredibly rewarding to help our clients achieve their goals and live a life without fear around money.