NATALIA CARDONA

CLIENT SERVICE SPECIALIST

    

Natalia Cardona joined Pence Financial Group in August 2023. She serves as a Client Service Specialist at the Boca Raton, FL office and Windermere, FL office. She focuses on providing super client experience from onboarding to continuous servicing. She has worked in the financial services industry since 2019.

Previously, she was a Risk Management Lead at Northwestern Mutual, where she helped advisors integrate products to address their client’s personal and financial goals.

She holds her 2-15 license and is a Chartered Leadership Fellow, which is a designation from the American College. Natalia graduated from Florida International University with a degree in International Business and a minor in Finance.

Natalia enjoys going to the beach, reading page-turner books, and drinking good coffee.

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