Natalie Richards, CFP®

Natalie Richards is a Financial Planner based in Salt Lake City, Utah.  Originally from New England, Natalie relocated in 2016 to build a life that felt more authentic to her. She found it in the mountains, deserts, and wildlands of Utah, and in a community that shares a commitment to protecting the places that shape and sustain them.

Natalie’s professional work centers on guiding individuals and families through complex financial decisions with clear, intentional planning that adapts as their needs and priorities evolve.  She brings this same approach to Board service, aiming to support organizational stability, sustainability, and mission-aligned decision making.

Natalie has a Bachelor of Science in Finance from the University of Connecticut and is a CFP® Professional.  Outside of work, Natalie enjoys spending her time skiing, camping, traveling, doing yoga, reading good books, and exploring both new and familiar mountain ranges or red rock deserts with her husband and their Golden Retriever.