Linda Fitz CFP®
Director in Wealth Management, Principal

What do you enjoy most about wealth management?

I’m thrilled when our ideas help clients reach their goals. It’s about finding solutions and clearing roadblocks.

What’s the biggest challenge?

Wealth planning is most difficult during bear markets, which take people farther from their financial goals.

What do you love most about being part of Aspiriant?

I love being surrounded by so many smart, conscientious, collaborative and creative colleagues.

What professional accomplishments are you most proud of?

The formation of Kochis Fitz in 1991, and helping grow from three people into a national firm. Merging Kochis Fitz into Aspiriant without sacrificing our values of putting clients first and leading with intellectual honesty.

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

I am well suited to talking about personal goals, helping a client define and prioritize goals, and then looking at the match-up between resources and objectives.

How should people think about their wealth?

Wealth creates opportunity that everyone uses differently.

What do you love to do outside of work?

I thrive on being involved in the life of the city, especially helping promote theater and thoughtful urban planning and going to Giants games.

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

More of the things I love to do outside of work, plus reading mind-bending modern literature.

Career highlights:

  • Co-founded Kochis Fitz, a predecessor firm to Aspiriant
  • Member of executive financial counseling unit of Bank of America
  • Senior member of the executive financial counseling group of Deloitte & Touche
  • Instructor in the personal financial planning programs of UC Berkeley and UCLA for more than 17 years
  • Co-author of Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients
  • Named one of the Top 50 Women in Wealth by Wealth Manager Magazine
  • Named one of The Most Influential Women in Business by the San Francisco Business Times. Joined their Forever Influential list in 2011.

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

Guns, Germs and Steel: The Fates of Human Societies by Jared Diamond. It gave me a coherent view of societal development as influenced by geographic and environmental factors from the earliest history of mankind. We are truly standing on the shoulders of our forebearers.

What personal accomplishments are you most proud of?

  • Board of Directors and past president of San Francisco Architectural Heritage
  • Board chair of SPUR, which promotes good government and civic involvement in the San Francisco area
  • Member of Board of Trustees of American Conservatory Theater

Education and accreditations

  • B.A., University of California, Berkeley
  • Business Designation in Financial Planning, University of California, Los Angeles

Linda co-founded Kochis Fitz, a predecessor firm to Aspiriant, in 1991 with Tim Kochis, former chairman of the firm. As a wealth manager for over 25 years, she has worked with high net worth attorneys, corporate executives, retirees and wealthy families to help them define, plan for and achieve their financial objectives. She serves on Aspiriant’s Wealth Planning Committee and its Investment Committee’s Fixed Income Committee.

Prior to forming Kochis Fitz, she served in the Executive Financial Counseling unit of Bank of America, and then became a senior member of the Executive Financial Counseling Group of Deloitte & Touche. Linda has been an instructor in the Personal Financial Planning Programs of UC Berkeley and UCLA for more than 17 years.

Linda co-authored the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients. She is a frequent contributor to the media and professional and industry groups and her remarks have been published in Estate Planning Review and the Wall Street Journal. She has been an industry speaker for the Financial Planning Association and for professional meetings on Roth IRAs; Investing To Meet Your Goals; New Investment Products; Managing Debt Opportunistically; and Optimizing Philanthropic Urges.

Linda served for nearly 20 years on the Board of Directors of San Francisco Architectural Heritage, where her positions included President, Treasurer, and Chairman. She currently serves on its Investment Committee. Until 2013, she chaired the Board of Directors of SPUR, which promotes good government and civic involvement in the San Francisco region. She has served on SPUR’s Finance, Nominating, and Investment Committees, and she now serves on its Executive Committee, Major Donor and Endowment Committees.

In 2010 & 2011, Linda was named one of the Top 50 Women in Business by Wealth Manager Magazine. She was honored as one of The Most Influential Women in Business by the San Francisco Business Times, joining their Forever Influential list in 2011. She earned a Bachelor’s degree from the University of California at Berkeley in 1966 and was awarded the Professional Designation in Personal Financial Planning from UCLA in 1982.

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