Natalie Morrella CFP®
Manager in Wealth Management

Natalie Morella

What do you enjoy most about wealth management?

Building a roadmap for clients and watching them achieve their financial goals.

What’s the biggest challenge?

Not having a crystal ball to the future.

What do you love most about being part of Aspiriant?

The collaboration and expertise of each member.

What professional accomplishments are you most proud of?

Earning my CFP® and building long-term relationships with clients.

What quality of yours makes you best suited to what you do?

I see the big picture and plan from there. I’m a good listener, hard worker and love helping others.

What do you love to do outside of work?

Spend time with family, travel, read, try new restaurants, hiking.

What would you be doing if you weren’t working for Aspiriant?

Maybe volunteer at a children’s hospital or become a social worker.

What was the most influential book you’ve read and why?

“Love Warrior” by Glennon Doyle Melton. Her journey is inspiring, healing and a reminder we are all born as warriors and have the capability to confront any situation head-on.

What personal accomplishments are you most proud of?

  • My modern family
  • Overcoming physical ailments doctors thought wouldn’t be possible
  • Studying abroad in Italy and traveling around Europe

Education and accreditations

  • B.S., Public Relations, San Jose State University
  • CFP®
  • FPA® Member

Natalie considers it a personal calling to help clients keep up with what’s going on in the marketplace so they can better understand how those changes impact their financial success. She’s a specialist in helping clients, some spanning multiple generations, develop comprehensive financial plans with an eye toward the future.

She joined Aspiriant in 2017 as part of the merger with Stanford Investment Group, an independent wealth management firm in the Silicon Valley. Prior to the merger, she worked with SIG for 12 years, solidifying her role as a long-term financial planning specialist.

Natalie earned her Certified Financial Planner™ (CFP®) license in 2012. She attended San Jose State University where she earned a Bachelor of Arts degree in Public Relations and Minor in Communications.

Natalie actively volunteers at her children’s’ school and competitive soccer league. She enjoys spending time with her family, traveling and hiking.

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