Wealth Planning

To Roth or Not to Roth

April 30, 2019

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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