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Natalie Shirley | Director of Operations

NatalieNatalie Shirley is the Director of Operations at BML Wealth Management and holds a CA Life & Health License.

She joins us from Pacific Life, where she worked as a Senior Case Manager. She was recognized as a key point of contact for high net worth and complex cases, new business exceptions and sensitive issues. She brings 13 years of financial services experience to the BML Wealth Management family.    Her attention to detail, good listening skills and great empathy are symbols of her appreciation by customers.

Natalie attended California State University, Fullerton and she’s a proud recipient of a BA in Communications.

Away from work, she enjoys traveling, spending time with family and appreciates a nice glass of wine with friends.

CA Insurance License #0I55501

natalie@bmlwealth.net


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@bmlwealth.net or call us at (949) 682-9105 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

 

 

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Who We Are / Our Focus
Meet the Team

The advisors at BML Wealth Management have more than 30 years combined experience helping retirees and pre-retirees plan for retirement.

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Investment Advisory services offered through Cooper Financial Group, an SEC Registered Investment Advisory firm. California Insurance License # 0E50344 & # 0B66858. BML Wealth Management & Cooper Financial Group are not affiliated with any entity listed below.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

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