<

Bob Wagman JD, MBA
Principal

bob-wagman-aspiriant-photo

What do you enjoy most about wealth management?

Helping exceptionally interesting, successful and often very challenging individuals find peace of mind in relation to the critically important financial aspects of their lives.

What’s the biggest challenge?

Making sure our clients stay on track and avoid the distractions that come from the latest investment fears or fads. That means staying abreast of everything going on – from a legal, regulatory and investment perspective – in an increasing complex and integrated global economy.

What do you love most about being part of Aspiriant?

Working every day with a diverse group of incredibly talented people.

What professional accomplishments are you most proud of?

Making partner and then national director of the asset management group at PricewaterhouseCoopers. Being a founding principal of Aspiriant and serving as Chairman of our Board of Directors. Helping lead the growth Aspiriant needs in order to stay independent and objective in serving our clients.

What quality of yours make you best suited to what you do?

I tend to be pretty logical and strategic in my approach to problems and challenges. And I’m not too bad at articulating and presenting complex solutions – via diagrams, charts, backs of napkins — in a way that makes people feel confident about where they are, where they’re going and why.

What do you love to do outside of work?

I spend a lot of time sitting at either a desk or around conference tables, so I just like to be outside playing like a kid — tennis, golf, bike riding, hiking. If I’m doing those things while traveling, hanging with friends and family, and enjoying great food and wine, I’m a pretty happy boy. I used to play the piano and guitar but now I clear rooms if I play.

What would you be doing if you weren’t working at Aspiriant?

I have no plans for a professional Act II, so refer to what I love to do outside of work for what I’ll do once I head for the post-Aspiriant sunrise.

What’s the most influential book you’ve read and why?

I’ve read lots of influential books, but recent standouts include Malcolm Gladwell’s Outliers and David Brooks’ The Social Animal. They synthesize a lot of serious, current social science research to address the impact that biology, circumstances and opportunity have on our lives.

What personal accomplishments are you most proud of?

Raising two adult daughters who are well educated, motivated, financially independent, happy and genuinely good people. A lot of the credit for that goes to my wife.

Education and accreditations

  • B.A. in History, Boston University
  • J.D., M.B.A., Golden Gate University
  • Member of California State Bar
  • Member and past chairman of California State CPA Society Personal Financial Planning Committee

Bob has been providing comprehensive wealth management services to clients since 1979 and is a Principal of Aspiriant.

Over the course of his long career, Bob has focused exclusively on providing comprehensive wealth management services to affluent executives and business owners. While his areas of expertise range broadly to include income and estate taxation and investment matters, his long experience in integrating these disciplines around his clients’ unique circumstances and objectives and facilitating effective decision-making, has made his advice invaluable to many of California’s wealthiest families.

Bob started his career in 1979 as a tax advisor with Touche Ross and Co. (now Deloitte) while completing a joint JD/MBA (Tax) program. Pursuing a desire to broaden his skill set to include estate, trust, and investment matters, he left Touche to join the personal financial advisory arm of Bank America, serving as a Vice President in charge of the Bank’s Los Angeles practice. In 1985, Bob was recruited to help establish the Personal Financial Services group at Price Waterhouse (later PricewaterhouseCoopers), where he was part of the leadership team that created its Asset Management practice and made PwC the first of the big accounting firms to register with the SEC as an investment advisor. During Bob’s fourteen years with PwC, including eleven as a partner, he held a number of leadership positions in its high net worth advisory practice, and also served as National Director of its Asset Management practice.

In 1999, Bob left PwC to open the Los Angeles office of myCFO, where he initially served as Managing Director of that office, and later was responsible for the build-out of its overall Family Office Services platform. In 2002, Bob and other senior advisors in myCFO’s LA team became founding principals of Quintile Wealth Management, the immediate predecessor firm to Aspiriant.

Active in professional organizations throughout his career, Bob is a current member of the California State Bar, and a past chairman and member of the California State CPA Society’s Personal Financial Planning Committee.

Read Full Bio