Wealth Planning

Financial Planning Considerations for Children with Disabilities

March 3, 2022


Lina Sanchez
Lina Sanchez

Senior Manager in Wealth Management, Partner

Lina joined Aspiriant in 2022, bringing over a decade of experience advising high-net-worth individuals and families on building and preserving wealth, planning for retirement and navigating major life transitions with a thoughtful, personalized approach. Beyond her client work, Lina actively contributes to several firm initiatives, including Women Taking Charge, and is recognized as a subject matter expert in marriage and divorce planning. She holds dual degrees—a B.A. in Economics and a B.S. in Business Administration—from Montclair State University and maintains multiple professional designations, including Certified Divorce Financial Analyst® (CDFA®) and Chartered Special Needs Consultant® (ChSNC®). Outside of work, Lina enjoys traveling and spending quality time with family and friends. She is deeply committed to financial literacy and community impact, volunteering her time through pro bono planning and educational outreach, and serves as a Board Director for Divorce Coalition.

Natalie Morrella
Natalie Morrella

Director in Wealth Management, Partner

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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