Natalie Morrella

Natalie Morrella, CFP®, is an experienced wealth management professional currently serving as Director and Partner at Aspiriant since February 2017. Prior to this role, Natalie held various managerial positions at Aspiriant, focusing on wealth management. From April 2005 to January 2017, Natalie was a Financial Planning & Client Service Specialist at Stanford Investment Group, Inc., a registered investment adviser known for comprehensive wealth management and financial concierge services. Natalie earned a Bachelor of Arts in Public Relations, Advertising, and Applied Communication from San José State University in 2006.