Nicholas Lentini

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Natalia Avila is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the firm in March 2017, drawn by its goals-based wealth management process, global resources, and integrated services designed to help clients pursue their financial goals. Natalia develops personalized wealth management strategies that reflect clients’ priorities and adapt to changing market conditions, leveraging insights from Merrill Lynch and banking solutions from Bank of America. Natalia holds a Bachelor’s degree in Economics from the University of California, Los Angeles, and serves as a Personal Investment Advisor (PIA). She has seven years of military experience, having completed two tours in Iraq and Afghanistan. Her areas of client focus include retirement planning, family wealth management, legacy planning, investment strategy, and services tailored for military and law enforcement personnel. Fluent in both English and Spanish, Natalia supports community efforts such as Homes4Families and Operation Gratitude. Outside of work, she enjoys traveling, exercising, golfing, hiking, music, reading, soccer, and tennis.

Mike Johnson is a Planning Consultant at Fidelity Investments, where he collaborates with clients and advisors to develop, implement, and monitor comprehensive financial plans. Prior to joining Fidelity Investments in 2023, he worked as a Relationship Banker at JP Morgan Chase from 2022 to 2023. Mike holds a California Insurance License, which supports his work in financial planning and consulting. Outside of his professional career, Mike enjoys attending concerts, hiking, watching movies, exploring outdoor adventures, and participating in theater activities.

Leon Naccarato is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2007. He has been with Fidelity Investments since 2003, progressing through roles as Financial Representative and Financial Planning Consultant before his current role. With over 25 years of experience, Leon specializes in wealth planning and developing financial plans tailored to the needs of his clients and their families. Leon has extensive experience helping clients create, implement, and maintain financial plans even during challenging market conditions. He prioritizes building trust and collaboration with clients by listening carefully to their values, hopes, and concerns, and aligning financial plans with their goals and aspirations. Leon holds a California Insurance License. Outside of his professional work, Leon enjoys spending time at the beach, cooking and baking, exploring food as a foodie, attending social events with friends, traveling, and caring for his pets.