Natalia Zimnoch


    Focus: Business Owners, Insurance Strategies, LGBTQ, Investment Strategies

    Languages: English, Polish

    My mission is to help coordinate the insurance & financial aspects of personal, estate, business, and wealth success plans for my clients. I work directly with my clients as well as their team of advisers to help strengthen and enhance each of their individual planning needs.

    I grew up in a family business with both of my parents being business owners. As a result, I understand the needs of family owned businesses, generational planning and family real estate partnerships. I strive to help solve the complexities surrounding all these areas.

    My goal is to help my clients identify and prioritize their needs and recommend the best possible solution based on goals & specific lifestyle.

    In addition to my work with business owners & professionals in the entertainment industry, I also work closely with the LGBT Community and understand the unique challenges that LGBT couples and families may face.

    I received my Bachelor of Arts in Psychology from Long Island University CW Post in 2012, and studied Polish language, literature, and history at Uniwersytet Jagiellonski in 2011. I am fluent in the Polish language & intermediate Spanish.

    I joined the Center for Wealth Preservation (CWP) team in 2014, where I have been working closely with the local community on Long Island, NYC, and the surrounding areas. In 2016, I was awarded Massachusetts Mutual Life Insurance Company's Leaders Conference. In 2018, I founded Zimnoch Financial Group, and continue to work with the CWP team to provide my clients with the best possible quality of service.

    I remain active in my local community as a volunteer at Zbigniew Herbert Polish Supplementary School in Copiague, NY, and as a member of both the Polonia of Long Island and the Kosciuszko Foundation located in New York City.

    During free time, I participate in recreational sports such as hot yoga and boxing. I also enjoy traveling, visiting museums & exploring new places & have a passion for art & menswear fashion.

    I am licensed to sell insurance in the state of New York, New Jersey, Pennsylvania, and Florida.

    I am licensed to sell securities in the state of NY.

    Natalia M. Zimnoch is a Registered Representative of and offers securities, investment advisory services through MML Investors Services, LLC, Member SIPC.
    Supervisory Address: 6800 Jericho Turnpike Suite 202W Syosset NY11791 (516) 364-4203.

     

     

     

     

     

     

     

     

     

     

     

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    Center for Wealth Preservation, LLC

    Main Office

    6800 Jericho Turnpike Suite 202W
    Syosset, NY 11791

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    CRN202205-265296