#United States #Los Angeles #Wealth Management #new partners #Aspiriant

Aspiriant Expands Its Leadership Team with New Additions

Aspiriant, a notable independent wealth management firm, is making headlines with the announcement of six new partners bringing their expertise and client service skills to the company’s ownership group. This move is not only significant in terms of personnel changes but reflects Aspiriant's dedication to maintaining a 100% independent and employee-owned model, which sets it apart in the competitive wealth management sector.

A Commitment to Independence and Client Focus

Aspiriant's business model emphasizes the alignment of interests between its team members and clients. With around 230 employees, a third of whom are partners, the firm upholds a culture that encourages transparency and objectivity in making decisions. The leadership's belief is that having a partner-centric organization helps in delivering clarity and peace of mind to high-net-worth and ultra-high-net-worth families.

The newly appointed partners span a range of expertise and backgrounds, reinforcing this philosophy:

• - Chris Kazmer, CPA, CFP® - As a Director in Wealth Management based in Los Angeles, Kazmer's extensive knowledge in finance will be an asset to the firm's advisory capacity.
• - Mike King, JD - Also in Los Angeles, King's legal acumen as a Director in Wealth Management brings a necessary perspective to wealth management strategies and compliance.
• - Mike Lavalle, JD - As General Counsel in Los Angeles, Lavalle's legal expertise ensures that Aspiriant navigates the complexities of wealth management while adhering to industry standards.
• - Rachel Lee, JD - Lee, a Director in Strategic Planning, will operate out of Los Angeles, specializing in guiding families through the intricacies of wealth management planning.
• - Daniel Moas, CFP® - A Senior Manager in Wealth Management from Los Angeles, Moas adds depth to client management with his certification and experience.
• - Lina Sanchez, ChSNC®, CDFA® - Hailing from Silicon Valley, Sanchez brings a wealth of knowledge in financial planning and family dynamics, essential for dealing with high-net-worth clients.

A Vision for the Future

CEO Rob Francais expressed enthusiasm for the new partner class, noting that each member has demonstrated unwavering commitment to client service. Their values resonate strongly with Aspiriant's foundational philosophy, which seeks to disrupt the traditional wealth management landscape. The firm champions the benefits of employee ownership, ensuring that the needs of clients remain a top priority.

As of today, Aspiriant manages assets exceeding $15 billion and provides a comprehensive suite of wealth management services. With an impressive client base of over 2,200 individuals and families, the firm currently operates in various locations, including Los Angeles, San Francisco, Silicon Valley, and several other cities across the United States.

For any family seeking peace of mind and clarity in their financial journey, Aspiriant stands ready to guide them with a dedicated team of professionals uniquely invested in their success. To learn more about Aspiriant and its comprehensive services, visit aspiriant.com.

This strategic move clearly positions Aspiriant for continued success in the competitive wealth management arena, with a solid leadership foundation ready to embrace future challenges and opportunities.