Focus: Business Owners, Insurance Strategies, LGBTQ
Languages: English, Polish
Natalia Zimnoch’s mission is to help coordinator the insurance aspects of personal estate, business planning, and wealth success plans for her clients. She works directly with her clients as well as their team of advisors to help strengthen and enhance each of their individual insurance planning. Focusing on business and succession planning, estate planning, and financial analysis, Natalia’s goal is to help her clients to identify and prioritize their needs and goals and recommends the best possible solution based on each client’s particular needs.
Natalia grew up in a family business market environment with both her parents being business owners. Because of this experience, Natalia understands the unique challenges relating to family owned businesses, generational planning, as well as family real estate partnerships and business partnerships and she strives to help solve the complex issues surrounding all of these subjects.
Natalia graduated from Long Island University, CW Post, in 2012 with a Bachelor of Arts in Psychology and studied the Polish language, literature and history at Uniwersytet Jagiellonski in 2011 and is fluent in the Polish language.
She joined the Center for Wealth Preservation (CWP) team in 2014, where she focuses on the Long Island local Polish communities as well as the LGBT community and in 2016, she was awarded Massachusetts Mutual Life Insurance Company's Leaders Conference.
Natalia remains active in her local community, is a member of the Polonia of Long Island, and volunteers at Zbigniew Herbert Polish Supplementary School in Copiague, NY. During her free time, she enjoys practicing yoga and boxing, travelling and exploring new things, and has an interest in Menswear Fashion.
Natalia Zimnoch is licensed to sell insurance in the state of New York, New Jersey, and Florida.