Natalie Fernandez Lee

Financial Advisor, Retirement Specialist, Registered Principal
Natalie Fernandez

Email • cco@greenbergfinancial.com

Natalie Fernandez Lee is a professional in the financial industry, proud mother of five and committed to her mission of finding and implementing ways to improve and strengthen the Tucson community.  Natalie works with the Greenberg Financial Group and utilizes her more than 20 years in the Financial Services Industry to create better financial futures for her many clients. Retirement planning has been a focus in her career along with working with woman in investing. In addition, she co-hosts the weekly Money Matters radio in a commitment to educate Tucson and Southern Arizona in the areas of finance and personal responsibility.  Natalie is active in numerous non-profit organizations, including the Leukemia & Lymphoma Society, The National Charity League, Integrative Touch for Kids and many others.  A priority for Natalie is educating teens and young adults in the importance of saving and investing as she donates her time to speak with different education levels from middle school to college classes.  “Lead by example” is a motto that she and her husband embrace in order to make an impact on the lives and community around them.

Professional Designations / Licenses

  • Series 7
  • Series 24 General Securities Principal License
  • Series 63
  • Series 65
  • Arizona Insurance Licenses Life/Health/Variable Contracts