Natalie Chandler - Retirement Planners of America

Natalie Chandler

Professional and Community Activities

Hearing Panel Volunteer for the CFP® Disciplinary and Ethics Commission
Texas Bar Association
Former Financial Planning Association Pro Bono Director
Former Cornell Alumni Association of North Texas Director of Corporate Relations
Published Author in Peer Reviewed Journals

Family

Natalie grew up in Western New York and misses the Buffalo Wings, but not the Buffalo snow. She and her husband have five children that keep her busy with school, sports and music.

Business Philosophy

I can accept anything, except what seems to be the easiest for most people: the half-way, the almost, the just-about, the in-between. — Ayn Rand

Natalie prides herself in providing a personalized, and uniquely well-researched approach to financial planning. Once a client is aware of a tangible set of goals, she assists in a collaborative, and compassionate manner with each incremental step. “My job is to worry for you, and guide you through the process.”

Education

B. A. Cornell University – 1998
J.D. Baylor University School of Law – 2001 (Senior Executive Editor of Baylor Law Review)

Business Experience

2001 – 2007, VP Counseling and Investment Professional, The Ayco Company, LP, a Goldman Sachs Company
2008 – 2011, Asst. VP Staff Attorney, The Nautilus Group, a service of New York Life
2011 – Financial Advisor, Eagle Strategies LLC, Registered Representative, NYLIFE Securities LLC

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America’s performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America’s principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. 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