Community Bank & Wealth Management Group

CONNECT

Address:

42605 Moonridge Rd
Big Bear Lake, CA 92315

Phone:

(909) 584-4500

Fax/Other:

(909) 585-7220

Big Bear Toll Free: (800) 288-2811
Dublin Toll Free: (800) 394-9230

Mailing Address: P.O. Box 1688, Big Bear Lake CA 92315

CA License #0763476

Our Designations

Michael Natzic and Katy Ehlers both hold the Certified Wealth Strategist® designation. The knowledge gained from this course work helps professionals place client issues in the context of a wealth management strategy.

The Certified Wealth Strategist® (CWS®) mark is granted by the Cannon Financial Institute. The program utilizes a blended learning approach that includes self study, instructor-led training and a capstone project. The CWS® provides a unique perspective on how to collaborate with clients and their other financial professionals. It is a holistic practice management program that provides a practical and action-oriented perspective to identifing and meeting clients' wealth management opportunities.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck