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

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
As saying goes...
02/24/2026

As saying goes...

Prepare your portfolio -- and your mindset -- for the ups and downs of the stock market.

01/24/2026

LPL Research breaks down metals and mining stocks’ outperformance in 2025 and analyzes whether the rally can continue in 2026.

We Are
01/14/2026

We Are

Posted 9:06:07 PM. Company DescriptionBalanced Approach Wealth Management is dedicated to providing personalized…See this and similar jobs on LinkedIn.

12/14/2025

This week's Weekly Market Commentary discusses key factors shaping 2026 markets — AI adoption, earnings growth, and policy trends in LPL’s Outlook preview - to help investors navigate volatility.

11/28/2025

LPL Research explains that big drawdowns don’t necessarily prevent stocks from great years, with 2025 likely another example.

10/24/2025

LPL Research explains why papers by Treasury Secretary Bessent and Fed Governor Miran could be foreshadowing a shift in policy making.

10/23/2025

S&P 500 third-quarter EPS growth is tracking at 9% year-over-year, with mega-cap tech expected to contribute nearly 70% of overall gains, while big banks posted strong results despite regional bank concerns. Forward EPS estimates remain steady at $302, supported by fiscal stimulus, a weak dollar, an...

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1900 South Norfolk Street Suite 350
San Mateo, CA
94403

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

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