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Natalie Campese

Financial Planning Manager & Associate Wealth Advisor

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Natalie Campese

Financial Planning Manager & Associate Wealth Advisor

Strengths:

  • AdaptabilityPeople especially talented in the Adaptability theme prefer to "go with the flow." They tend to be "now" people who take things as they come and discover the future one day at a time.
  • DeveloperPeople especially talented in the Developer theme recognize and cultivate the potential in others. They spot the signs of each small improvement and derive satisfaction from these improvements.
  • InputPeople especially talented in the Input theme have a need to collect and archive. They may collect information, ideas, history, or even relationships.
  • IndividualizationPeople especially talented in the Individualization theme are intrigued with the unique qualities of each person. They have a gift for figuring out how people who are different can work together productively.
  • IntellectionPeople especially talented in the Intellection theme are characterized by their intellectual activity. They are introspective and appreciate intellectual discussions.

Professional Experience

Natalie joined Resource Consulting Group in May 2013 and is a Certified Financial Planner™ professional. In her current role as financial planning manager and associate wealth advisor, Natalie leads and mentors the paraplanner team in day-to-day activities to foster a culture of continuous improvement and provide exceptional service to our clients. She is also responsible for assisting wealth advisors in understanding clients’ overall financial situation, defining and managing client expectations, and providing vision for client’s needs. Natalie is a member of the Financial Planning Association of Central Florida.

Natalie graduated from the University of Central Florida with a Bachelor of Arts in industrial/organizational Psychology. Before joining RCG, Natalie worked for a local business production and advertising company as office manager and as a proofer/editor and creative consultant in a local typesetting company.

Originally from Kentucky, Natalie moved to the Central Florida area as a child. She enjoys yoga, photography, and spending time with her two daughters.

Personal Thoughts

I grew up in Central Florida and, as a student, spent most of my time in marching band. This continued into college where I joined color guard for the Florida State University Marching Chiefs.  I played several instruments throughout the years, determined to continue learning while broadening my skill set.  My experiences in marching band led me to join an activity called Drum Corps where I spent my summers traveling the United States by bus, sleeping on gym floors, rehearsing for 8 hours a day in the grueling sun, and competing against other groups from around the country at night.  To achieve the highest level in competition took dedication and attention to detail from every performer, as well as complete commitment to each other.

The lessons I learned in band served me well later in life when I went through quite a few transitions (empty nest/divorce/starting a career later in life/going back to school as a geriatric). These experiences have given me the compassion and life skills necessary to help others who are going through similar transitions.  My parents instilled in my siblings and me a commitment to continual growth from a very young age.  This quote from St. Jerome has been passed through generations of our family as inspiration to never settle in life: “Good, Better, Best. Never let it rest, ‘til your good is better and your better is best.”

My dedication to learning, and commitment to others has helped me achieve a great deal late in life.  My desire to turn my good into better allows me to give the best service possible to our clients.