Wealth Planning

Financial Planning Considerations for Children with Disabilities

March 3, 2022

Lina Sanchez
Lina Sanchez

Senior Manager in Wealth Management

Lina joined Aspiriant in 2022 and serves as a Senior Manager in Wealth Management in Silicon Valley. She has more than a decade of experience within the financial services industry and serving high-net-worth individuals and families. In addition to her client service responsibilities, Lina is a member of Aspiriant’s Women Taking Charge and Liquidity Events committees and serves as a subject matter expert on marriage and divorce for the firm.

Prior to joining Aspiriant, Lina was a senior wealth advisor for an independent wealth management firm based in Plantation, FL. She also served as a financial advisor for Merrill Lynch Wealth Management based in Florham Park, NJ.

Lina earned a Bachelor of Arts degree in Economics and a Bachelor of Science in Business Administration, with a concentration in International Business and Marketing, from Montclair State University and graduated cum laude. Additionally, Lina obtained her Series 7, 66, and 2-15 licenses. She is also a Certified Exit Planning Advisor (CEPA®), a Certified Divorce Financial Analyst (CDFA®) and a Chartered Special Needs Consultant (ChSNC®).

In her free time, Lina volunteers for several organizations that promote financial literacy in addition to taking on different pro-bono projects. She also likes to travel and spend time with family and friends – splitting her time between New York and Florida.

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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