Founding Partner
Current
Oct 2019 - Present
AeroLeads people directory · profile
Natalie S. Email & Phone Number
Founding Partner and Financial Planner at Fyooz Financial Planning
at
Fyooz Financial Planning
1 work email found
@fyoozfinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Founding Partner and Financial Planner at Fyooz Financial Planning
Location
Portland, Oregon, United States
Company size
Who is Natalie S.? Overview
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Quick answer
Natalie S. is listed as Founding Partner and Financial Planner at Fyooz Financial Planning at Fyooz Financial Planning, a with 2 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at fyoozfinancial.com and a matched LinkedIn profile for Natalie S..
Natalie S. previously worked as Founding Partner at Fyooz Financial Planning and Investment Counselor at Fisher Investments. Natalie S. holds Bachelor Of Arts (Ba), Leadership And Management from University Of St. Thomas.
Company email context
Email format at Fyooz Financial Planning
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{first}@fyoozfinancial.com
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AeroLeads found 1 current-domain work email signal for Natalie S.. Compare company email patterns before reaching out.
Profile bio
About Natalie S.
Natalie S. is a Founding Partner and Financial Planner at Fyooz Financial Planning at Fyooz Financial Planning.
Current workplace
Natalie S.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Fyooz Financial Planning
10 roles · 16 years
Natalie S. work experience
A career timeline built from the work history available for this profile.
Investment Counselor
Jan 2018 - Jun 2019
Client Service Manager
o Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. o Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completenessa. The financial planners at Wealth Enhancement Group are registered with, and securities are offered through, LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. b. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealth Enhancement Advisory Services, LLC. For a list of states in which I am registered to do business, please visit http://www.wealthenhancement.com.www.wealthenhancement.comSIPC www.sipc.orgFINRA www.finra.org
Dec 2015 - Dec 2017
Associate Financial Planner
o Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. o Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completenessa. The financial planners at Wealth Enhancement Group are registered with, and securities are offered through, LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. b. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealth Enhancement Advisory Services, LLC. For a list of states in which I am registered to do business, please visit http://www.wealthenhancement.com.www.wealthenhancement.comSIPC www.sipc.orgFINRA www.finra.org
Jun 2013 - Dec 2015
Intern, Central Planning
o Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. o Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness
Oct 2012 - Jun 2013
Tax Preparer
Jan 2015 - Apr 2015
Member Advisor
Oct 2011 - Oct 2012
Leaders Of Today And Tomorrow Fellow
2011 - 2012
~1 yr
Server/Staff Trainer
Twigs Tavern And Grille
Dec 2008 - Aug 2011
Human Resource Assistant
Feb 2010 - Jul 2011
1 education record
Natalie S. education
FAQ
Frequently asked questions about Natalie S.
Quick answers generated from the profile data available on this page.
What company does Natalie S. work for?
Natalie S. works for Fyooz Financial Planning.
What is Natalie S.'s role at Fyooz Financial Planning?
Natalie S. is listed as Founding Partner and Financial Planner at Fyooz Financial Planning at Fyooz Financial Planning.
What is Natalie S.'s email address?
AeroLeads has found 1 work email signal at @fyoozfinancial.com for Natalie S. at Fyooz Financial Planning.
Where is Natalie S. based?
Natalie S. is based in Portland, Oregon, United States while working with Fyooz Financial Planning.
What companies has Natalie S. worked for?
Natalie S. has worked for Fyooz Financial Planning, Fisher Investments, Wealth Enhancement Group, Jackson Hewitt Tax Service Inc., and Affinity Plus Federal Credit Union.
Who are Natalie S.'s colleagues at Fyooz Financial Planning?
Natalie S.'s colleagues at Fyooz Financial Planning include Jessica Serrano and Daniel Slagle, Cfp®.
How can I contact Natalie S.?
You can use AeroLeads to view verified contact signals for Natalie S. at Fyooz Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Natalie S. attend?
Natalie S. holds Bachelor Of Arts (Ba), Leadership And Management from University Of St. Thomas.
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