Background
Natalie is an Advisor of Commonwealth Financial Network and President of Legacy Planning. She strives to achieve high-level performance measures through efficient internal management. She works alongside Legacy’s leadership team to refine and oversee the execution of our business goals and strategy.
Natalie believes that advisors should have the best infrastructure and support to serve their clients, and her unique role in the organization allows her the power to collaborate with leadership, advisors, and staff in order to achieve just that. Natalie also welcomes any opportunity to support and empower other women in the industry to advance their advisory roles and develop their careers.
Natalie is an Elizabethtown College graduate with a Bachelor of Science in International Business – Finance and a minor in Spanish. She received her MBA from Temple University’s Fox School of Business in 2011. Natalie holds a PA Insurance License, FINRA Series 7 and 66 registrations, and is a Supervising Principal at Legacy Planning. Natalie offers securities and advisory services through Commonwealth Financial Network ®.
Natalie’s strong relationship building skills, coupled with a get-things-done mentality and strategic thinking skills, allow her to help everyone make better decisions, together.
Natalie Hodak offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Natalie Hodak is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.
HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth. HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.