Natalie A. Morrella,  CFP<sup>&reg;</sup> - Financial Advisor

Natalie A. Morrella, CFP®

Manager - Wealth Management

Aspiriant

2881 Cambridge Dr.
San Jose, CA 951285
FINANCIAL ADVISOR'S WEBSITE
(415) 371-7800 CONNECT WITH Natalie
  • linkedin link

General

Natalie Morrella is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspiriant in San Jose, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources