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Natalya P
CFP®, Series 66
Concord, NH
Dragonfly Wealth Advisory
Natalya Pearl is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the sole advisor at Dragonfly Wealth Advisory, an independent firm she joined in 2026 after working six years at Bangor Savings Bank and ten years at Infinex Investments. Dragonfly Wealth Advisory serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning. The firm uses cyclical and fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term trading, focusing on mutual funds, equities, fixed income, ETFs, and select international securities.
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