Recognition & Leadership

Tucson Financial Advisor Recognition, Leadership & Community Impact

Featured Recognition, Leadership & Community Impact

Tucson Lifestyle Women Visionaries

Natalie was recognized by Tucson Lifestyle as one of its Women Visionaries, highlighting women whose leadership and professional impact are helping shape the Tucson community. The feature reflects Natalie’s longstanding commitment to her clients, her profession, and the community she calls home.

Forbes Best-In-State Wealth Advisors

Forbes ranked Natalie Fernandez Lee No. 9 on its 2026 Best-In-State Wealth Advisors list for Arizona and No. 6 on its 2026 Top Women Wealth Advisors Best-In-State list for Arizona. The rankings are independently determined by SHOOK Research, and advisors do not pay a fee for placement

Natalie Fernandez Endowment Scholarship

The Natalie Fernandez Endowment Scholarship Fund supports women at Pima Community College. Created around Natalie’s commitment to empowerment and opportunity, the endowment provides long-term scholarship funding to help women create positive change in their lives and communities.

BizTUCSON: Financial Trailblazer

In 2025, BizTUCSON featured Natalie in a profile highlighting her professional leadership, community service, advocacy for financial literacy, and commitment to helping others build stronger financial futures. The feature reflects the broader philosophy behind Trivera’s work as a Tucson financial advisor firm.

JCC Maccabi Games

Jake served as a head coach for the JCC Maccabi Games, an international athletic experience that brings together young Jewish athletes from communities around the world. Through coaching, Jake helps mentor young athletes while promoting teamwork, sportsmanship, connection, and community across cultures.

Seeking Alpha Contributor

Jake Blumenthal publishes investment research and market analysis on Seeking Alpha, where he covers individual companies, market trends, valuation, and long-term opportunities.

BizTUCSON: NexGen

BizTUCSON’s 2022 NexGen coverage recognized Natalie’s professional leadership, work with the American Heart Association’s Go Red for Women initiative, dedication to youth financial education, and commitment to empowering women.

Heart 2 Talk: Dancing with Our Stars of Tucson

Natalie joined Heart 2 Talk to highlight her work supporting the Arizona Diaper Bank. The conversation also explored how philanthropy, community leadership, and Dancing with Our Stars of Tucson are helping support Southern Arizona.

Tucson Business Networking Feature

Jake was featured in Tucson Business Networking magazine, where he shared his perspective on the value of authentic networking, professional relationships, and building a strong community.

Heart 2 Talk Podcast

Natalie joined Theresa Cesare for an episode of Heart 2 Talk focused on leadership, community involvement, empowering women, and her service with the American Heart Association.

Pima Voices

Pima Foundation featured Natalie in a Financial Wellness Month conversation about financial education, community involvement, and helping people take a more active role in their financial lives.

In the Huddle With Howell

Natalie joined Wildcats Radio 1290 to discuss financial education for student-athletes and the opportunities and responsibilities associated with Name, Image, and Likeness.

University of Arizona Eller College of Management

The Eller College of Management featured Natalie’s role as keynote speaker for the 12th Finance Graduate Breakfast and recognized her professional achievements, community leadership, and commitment to financial education.

Blume’s Bulls & Bears

Jake created Blume’s Bulls & Bears, a market newsletter focused on investment ideas, market developments, and financial analysis. The publication reflects his ongoing interest in researching opportunities and helping make complex market topics more approachable.

40 Under 40

Natalie was recognized as a Tucson 40 Under 40 honoree, an award celebrating emerging leaders making a meaningful impact in their professions and community. It is one of the many milestones that highlight the experience and community involvement Natalie brings to her work today.

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