Natalie Azmi Masarweh

Employer firm

Chequers Financial Management LLC CRD 175209

$1.31B regulatory AUM 65 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• HIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Chequers Financial Management Llc
  San Francisco, CA
• 08/2024 → 01/2025
  Bmo Bank N.A.
  Oakland, CA
• 09/2023 → 07/2024
  Bmo Bank N.A.
  Oakland, CA
• 01/2023 → 05/2023
  Northwestern Mutual Investment Services Llc
  San Francisco, CA
• 02/2021 → 09/2023
  Petra Cafe
  Orinda, CA
• 02/2020 → 02/2021
  K1 Speed
  Dublin, CA
• 11/2019 → 03/2020
  Castro Village Bowl
  Castro Valley, CA
• 06/2018 → 01/2019
  See's Candies
  Castro Valley, CA
• 08/2015 → 05/2019
  Castro Valley High School
  Castro Valley, CA
• 08/2021 → 07/2023
  University Of San Francisco
  San Francisco, CA
• 08/2019 → 05/2021
  Diablo Valley Community College
  Pleasant Hill, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-20