Fyooz Financial Planning

Daniel Slagle is a CFP® professional with 12 years of experience in financial advising. He is currently with Fyooz Financial Planning and has prior experience at UBS Financial Services, Ameriprise Financial Services, and Fruitful. Fyooz Financial Planning serves individuals and families with comprehensive financial planning and discretionary investment management. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs, while also incorporating various analytical methods to inform portfolio decisions.

Hi! I’m Natalie Slagle, CFP®. I co-founded Fyooz Financial Planning with my husband, Dan Slagle, CFP®. I specialize in guiding high-achieving couples who are taking retirement planning seriously and want a trusted partner to help coordinate the financial life they’ve worked hard to build. Many of the couples we serve have accumulated more wealth than their peers, often through disciplined saving, meaningful stock compensation, or an inheritance. They’re thoughtful, intentional, and committed to creating a life that reflects their values. Most importantly, they’re respectful, supportive partners who want to make decisions together with clarity rather than conflict. My role is to help you make the most of your opportunities, simplify complex financial decisions, and design a retirement path that feels confident and flexible. As a fee-only, fiduciary advisor, I provide unbiased guidance, proactive planning, and an ongoing partnership so you can enjoy life today while building toward the future you envision. If you’re looking for an advisor who understands the nuances of growing wealth and aligning your strategy with your life as a couple, I’d be delighted to support you. We offer two complimentary consultations to ensure a good fit. I look forward to meeting you soon. ***Typical Client*** Household income of $400,000 or more. Around $1,000,000 of investments In a marriage built on mutual respect and ready to make financial decisions as a team ***Natalie's Awards and Recognitions*** 2025 Financial Advisor Magazine Young Advisor to Watch Winner (2025) InvestmentNews 40 Under 40 Winner (2023) Co-Host of the Money Dates podcast Media Mentions: New York Times, Wall Street Journal, and CNN

Jessica Serrano is a CFP® and Series 65-licensed financial advisor at Fyooz Financial Planning with two years of industry experience. She has worked at Fyooz since 2022 and has prior experience at California State University, Northridge, Chi Chi's, College of the Canyons, Saugus Animal Hospital, and Hart High School. Fyooz Financial Planning serves individuals and families with comprehensive financial planning and discretionary investment management. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs, alongside other analytical methods to guide portfolio construction and sector decisions.