Natalie Perez

Senior Associate

Pasadena

Client Advisory

Biography

Natalie is a Senior Associate in the Pasadena office. She assists with all money transfer requests and fiduciary taxes during tax season.

Prior to joining Cerity Partners, Natalie served as the Money Movement Specialist at Gamble Jones Investment Counsel. She joined Gamble Jones in a full-time capacity in 2015 and served as the co-chair of the firm’s philanthropy committee.

Education

  • B.S. in Business from the University of Phoenix

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