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Natalie Pine, CFP®, ChSNC®

Briaud Financial Advisors

Natalie Pine, CFP®, ChSNC®

Briaud Financial Advisors

Natalie Pine, CFP®, ChSNC®

Briaud Financial Advisors

Profession LogoFINANCIAL PLANNER

As a mother to a son with autism, Natalie Pine understands firsthand the unique challenges families face. Her journey into special needs planning began with her son’s diagnosis, and it has since expanded to helping many other families navigate federal benefits, life planning, and other essential support. With a Chartered Special Needs Consultant® designation, Natalie offers expert guidance to ensure families can focus on what matters most: loving their child.

In addition to her special needs planning expertise, Natalie has years of financial experience. She joined Briaud Financial Advisors in 2007 as an Investment Analyst, later becoming a Financial Advisor after earning her Certified Financial Planner™ designation. She became a partner at the firm in 2011.

Natalie holds a bachelor’s degree in Managerial Studies, Economics, and Electrical Engineering from Rice University.

Natalie enjoys spending time with her husband, Roger Pine, and two sons, Ryland and Royce, as well as playing tennis and soccer. In her youth, she was a nationally ranked tennis player and lettered for Rice University on their varsity team.

Firm Description

For families with one or more persons with special needs, the financial planning landscape can be overwhelming. At Briaud, we know from experience how challenging the day-to-day can be for these families, so we specialize in aligning family finances with available resources to help ensure that each family member has the care they need and their financial well-being is being protected.

We believe in a team-based approach, working collaboratively to deliver personalized solutions for each client. Our fee-only model ensures that our clients' interests always come first, without conflicts of commission-based compensation.

What started as a passionate interest has grown into arguably the best Fee-Only Financial Planning firm in the country. Briaud Financial Advisors specializes in providing a holistic financial planning experience to university professors and administrators, business owners, and families with special needs. Described within the industry as a “white glove service”, Briaud utilizes a deep bench of expertise, leveraging decades of experience to help clients meet their long-term financial goals.

Hours

Day From To
Monday 8:00 AM 5:00 PM
Tuesday 8:00 AM 5:00 PM
Wednesday 8:00 AM 5:00 PM
Thursday 8:00 AM 5:00 PM
Friday 8:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

1611 Crescent Pointe Parkway
College Station, TX 77845

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts