Company · Financial Services

Newgen Wealth Creation, Llc, Registered Investment Advisor

Short Bio: Natalia Ivanova is the Founder and CEO of NewGen Wealth Creation. With over 10 years of experience in the financial services industry, including her previous tenure at Morgan Stanley, Natalia has dedicated her career to working with travel-loving professionals and entrepreneurs. As an immigrant and Puerto Rico-based world traveler, she uses her extensive background in portfolio design and financial planning to empower others to achieve their financial goals and build a fulfilling life. Professional Experience & Expertise- Extensive experience in retirement transition planning for diverse client profiles- Deep background in developing comprehensive financial plans and complex portfolio analytics- Specialization in debt optimization strategies, including student loan interest reduction- Focused on fee transparency and cost-efficient investment management- Experienced in assisting business owners with the organization and optimization of pension plans. Client Diversity: NewGen Wealth Creation serves a diverse group of professionals across the United States, including those in software, interior design, education, consulting, and entrepreneurship. We understand the unique financial challenges and opportunities inherent in these fields.