Natalia Madera, AAMS®

Natalia Madera brings more than 15 years of experience in financial services, with a background spanning financial operations, client service, team leadership, and financial technology. Originally from Florida, Natalia began her career in Central Florida before her life as a military spouse took her to Rapid City, South Dakota; Dover, Delaware; and now the Tampa Bay area.

Natalia’s passion for financial planning is rooted in her own experience. Raised by a single mother and living paycheck to paycheck, she entered the financial services industry in part to learn the financial skills and knowledge she didn’t have growing up. The more she learned, the more passionate she became about making that knowledge accessible to others. As a naturally organized and forward-thinking planner who has always enjoyed helping people, becoming a financial advisor felt like a natural next step.

Natalia also brings an entrepreneurial perspective to her work. She founded a financial wellness platform designed to help young professionals move from budgeting toward long-term wealth building.

Through both her career and entrepreneurship, she has developed a particular appreciation for helping people see that their financial goals may be more achievable than they initially believe. She especially enjoys the “aha” moments when a client realizes that something that once felt overwhelming can actually be simple, manageable, and within reach.

Outside of work, Natalia is a mom to two boys, ages 10 and 7, with a third son on the way. A lifelong Floridian, she grew up with Disney as a big part of her childhood and now enjoys sharing that tradition with her own kids. When she’s not working, Natalia enjoys creative outlets like cooking, baking, painting, and tackling DIY home improvement projects.

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