Meet Natasha,
The Rockstar Managing Director,
no pun intended.

Performing on CBS
Natasha's baby, Giuseppe Guido
Monthly client call

Natasha Mcpherson, CLTC®

Managing Director

Licenses & Designations:
Natasha holds her FINRA Series 7 through LPL Financial as well as her FINRA Series 66 through LPL Financial.


From guitar strings to financial security, Natasha McPherson's journey is anything but conventional. As the Managing Director of Hall Wealth Management and owner of McPherson Insurance, a Medicare Health Insurance Brokerage, Natasha brings a rare blend of artistic sensibility and financial acumen to her distinguished practice.

What many find fascinating is Natasha's earlier chapter as a professional guitarist. Her musical career began at a remarkably young age, where she immersed herself in songwriting, recording, and touring. However, life took an unexpected turn when a personal accident revealed the critical importance of sound financial planning—forever changing her perspective and professional path.

Today, Natasha is a sought-after wealth manager renowned for her perceptive philosophy: wealth accumulation means little if left vulnerable to taxation, market volatility, and life's unexpected challenges. This distinctive approach has made her a compelling speaker and financial educator who regularly addresses audiences at Universities, Non-Profits, Chambers of Commerce, Women's Clubs, Senior Communities and more across Southern California. Her insights have been featured by CBS News, Fortune 500, GoBanking Rates, AOL, Yahoo Finance, and numerous other prominent media outlets.

Driven by personal experience with life's unpredictability, Natasha has dedicated herself to empowering clients to navigate challenges with confidence and ease, potentially saving them millions of dollars annually through strategic financial protection and guidance.

Her expertise is backed by exceptional mentorship under industry luminaries, including Barron's top 100 advisor Erin Botsford and Harley Gordon, founding member of the National Academy of Elder Law Attorneys.

She's furthered her knowledge through studies with numerous CFPs and was selected for the prestigious 2023 Association of African American Financial Advisors Professional Cohort, which enhanced her ability to address complex financial situations within minority communities. She is also on the board of directors for the Southern California Black Chamber Of Commerce Long Beach chapter.

What truly distinguishes Natasha's approach at Hall Wealth Management & McPherson Insurance is her unique philosophy that blends:

-A holistic perspective that recognizes how financial decisions interconnect with overall wellbeing

-The lost art of active listening, allowing her to truly understand each client's unique concerns and aspirations

-Genuine empathy that creates a safe space for authentic conversation

-A celebration of diversity that honors each individual's unique background and perspective

When not guiding clients toward financial security, Natasha can be found savoring fine sushi, exploring new destinations, perfecting her tennis game, doting on her beloved Chug named Giuseppe, expanding her guitar collection, or occasionally lighting up venues as a session musician on guitar and bass.

Natasha welcomes your questions and looks forward to exploring how she might assist you on your financial journey.

Certification for
Long-Term Care

A professional with a CLTC® designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family –financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences.

Areas of Focus

Minorities
Women
Widow’s & Divorcee’s
Social Media Influencers
College Planning
Insurance
Lottery Winners
Musicians
Music Executives
Entertainment Industry Professionals

It’s important to note:
Natasha enjoys working with clients of all backgrounds & needs.

More about Natasha

Are you an early bird or a night owl?

Night Owl

What would the title of your autobiography be?

Right here, right now

If you could only listen to one song for the rest of your life, what would it be?

Dreams By Van Halen

If you could have the power of teleportation right now, where would you go?

Dependent upon my mood the day of teleportation, Australia or Sweden.

What is the last TV show you binge-watched?

Fuller House

Motto or personal mantra?

Don’t wait for the right time, make it the right time

What inspires or motivates you to do your job, as it relates to the customer experience?

When individuals call me after a major health or life event to thank me.  Tragic times have been cushioned &families have been prevented from being destroyed because we took the time to sit down together for a thorough needs analysis. This is what I live for. 

Stevie & Bug, Natasha’s best friends growing up who unfortunately left us in 2022 two months apart.
Natasha’s honored to serve you,
feel free to schedule a quick chat

Our Team

Service & Operations

Erin Calhoun-Dulaney

Client Services

Jaiden Hall

Client Services

Anthony Leongini

Growth Specialist

Julian Chamleunsouk

IT Admin

Aaron Perryman

Tax Planning

our mission

To provide exceptional service to our clients

We help relieve them of the burden that personal money management creates by providing customized financial management strategies tailored to their financial goals.

How We Serve

Educating Clients
Limited Clients - We don't just establish accounts
Personalized services reviewing all financial factors that only experience can provide

What can you afford to lose?

Built using a Nobel Prize winning framework Riskalyze tells you everything about your financial risks.

5 minutes of your time and together we can take the guesswork out of your financial future.