About
Natalie
Natalie helps individuals achieve their financial goals through holistic planning across investments, retirement, equity compensation, tax strategy, risk management, and estate planning. She finds fulfillment in helping clients build the life they desire, with a passion for uplifting first-generation families, women, Asian communities, and the next generation of online entrepreneurs. Drawing on her background in data analysis and years of teaching personal finance, she helps clients cut through the noise and build a clear plan for their money.
Before joining Focus, Natalie spent five years in tech as a business analyst at organizations including Amazon, Microsoft, and a local energy company, where she analyzed data and collaborated with stakeholders to help drive data-informed business decisions. She also spent six years building Investwithnat, first as a passion project alongside her tech career and then full-time for three years. Through social media, she shared more than 1,000 personal finance videos with a growing community of 100,000+ followers, with a mission to democratize financial literacy. Her insights have been featured in publications including Bloomberg, The Wall Street Journal, and Business Insider. She has collaborated on financial education campaigns with companies such as Charles Schwab, Zelle, and Nationwide, and has led workshops focused on financial literacy for women.
Originally from Guam and proud of her Filipino heritage, Natalie moved to Washington to pursue higher education. Outside of work, she enjoys playing mahjong with family and friends, exploring Seattle's plant-based food scene with her husband, Keldon, taking long walks with her dog, Noble, traveling the world, and capturing memories through photography and videography. Some of her favorite adventures include bathing elephants at a sanctuary in Thailand, biking across six islands along Japan's Shimanami Kaido, and experiencing a traditional sauna followed by a dip in the Baltic Sea in Finland.
Education and Professional Milestones
-University of Washington - bachelor’s degree in business administration, graduated cum laude
-University of Washington – master’s degree in business analytics
Natalie helps individuals achieve their financial goals through holistic planning across investments, retirement, equity compensation, tax strategy, risk management, and estate planning. She finds fulfillment in helping clients build the life they desire, with a passion for uplifting first-generation families, women, Asian communities, and the next generation of online entrepreneurs. Drawing on her background in data analysis and years of teaching personal finance, she helps clients cut through the noise and build a clear plan for their money.
Before joining Focus, Natalie spent five years in tech as a business analyst at organizations including Amazon, Microsoft, and a local energy company, where she analyzed data and collaborated with stakeholders to help drive data-informed business decisions. She also spent six years building Investwithnat, first as a passion project alongside her tech career and then full-time for three years. Through social media, she shared more than 1,000 personal finance videos with a growing community of 100,000+ followers, with a mission to democratize financial literacy. Her insights have been featured in publications including Bloomberg, The Wall Street Journal, and Business Insider. She has collaborated on financial education campaigns with companies such as Charles Schwab, Zelle, and Nationwide, and has led workshops focused on financial literacy for women.
Originally from Guam and proud of her Filipino heritage, Natalie moved to Washington to pursue higher education. Outside of work, she enjoys playing mahjong with family and friends, exploring Seattle's plant-based food scene with her husband, Keldon, taking long walks with her dog, Noble, traveling the world, and capturing memories through photography and videography. Some of her favorite adventures include bathing elephants at a sanctuary in Thailand, biking across six islands along Japan's Shimanami Kaido, and experiencing a traditional sauna followed by a dip in the Baltic Sea in Finland.
Education and Professional Milestones
-University of Washington - bachelor’s degree in business administration, graduated cum laude
-University of Washington – master’s degree in business analytics