Natalia Koritskaya

Natalia Koritskaya Financial Advisor at Balanced Approach Wealth Management She brings a comprehensive and well-rounded approach to wealth management and financial planning.

Natalia Koritskaya is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and a Chartered Retirement Planning Counselor (CRPC™) with over 10 years of experience. Natalia is particularly skilled in helping clients understand the financial implications of their decisions during significant life events, such as career transitions, retirement, or divorce. As a Certified Divorce Financial Analyst® (CDFA®), Natalia

Koritskaya specializes in supporting individuals, couples, and their attorneys through all financial aspects of the divorce process. She provides clarity and guidance on complex matters such as asset division, cash-flow analysis, tax implications, and long-term financial impact. With a thoughtful and neutral approach, Natalia helps clients make informed decisions during divorce negotiations and continues to support them with post-divorce planning and asset management to work toward a confident financial future. Natalia has completed specialized training in divorce mediation and collaborative divorce practices. Holding bachelor's and master’s degrees in Business from the Plekhanov Russian University of Economics, Natalia furthered her education with a Professional Certificate in Personal Financial Planning from the UC Berkeley Extension. Fluent in both English and Russian, Natalia is dedicated to serving a diverse clientele in the Bay Area. She is an active member of several professional organizations and local groups. Natalia is committed to providing personalized financial advice that empowers clients to make informed decisions and pursue financial confidence. https://www.balancedapproach.com/team/natalia-koritskaya

07/21/2026

LPL Research discusses how the next phase of AI may be defined by ex*****on, productivity gains, and profits, not by spending.

06/18/2026

Stocks extended April’s gains with another strong month in May, driven by robust AI demand, strong corporate earnings, and easing geopolitical concerns, while core bonds posted modest gains amid mixed inflation signals and policy uncertainty. Looking ahead, markets are expected to see modest equit...

04/30/2026

LPL Research examines the latest updates to their tactical views and what it means to be a tactical investor.

Happy Easter! From our bunny 🐰
04/05/2026

Happy Easter!

From our bunny 🐰

04/02/2026

Address

1900 South Norfolk Street Suite 350
San Mateo, CA
94403

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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