Natalie Pine (CFP®, ChSNC®)
Natalie Pine focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Special Needs Planning
- Women's Financial Planning Issues
Planning Specialties
Natalie Pine specializes in financial planning for university professors and administrators, women-owned businesses, and individuals and families with special need considerations. With a Certified Financial Planner™ (CFP®) designation and a Chartered Special Needs Consultant® (CHSNC) designation, she brings both expertise and passion to her work.
Additional Information
As Managing Partner of Briaud Financial Advisors, Natalie is dedicated to helping her clients navigate their unique financial challenges and achieve their goals. She works because she truly loves what she does, finding fulfillment in making a positive and lasting impact on the lives of those she serves.
Natalie joined Briaud Financial Advisors in 2007 as an Investment Analyst. After earning her Certified Financial Planner™ (CFP®) designation, she expanded her role to that of Financial Advisor, where she successfully integrated both financial planning and wealth management services. Her expertise in financial planning, coupled with a dedication to personalized service, led to her becoming a partner in the firm in 2011.
She holds a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University, and is also a Chartered Special Needs Consultant® (CHSNC), which enhances her ability to assist families with special needs.
Outside of her professional life, Natalie enjoys spending time with her husband, Roger Pine, and two sons, Ryland and Royce. She is also passionate about tennis and soccer, having been a national tennis player and a member of the varsity team at Rice University.
NAPFA Start Date
May 06, 2011
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