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Nayan Lapsiwala CFP®, CFA, CAIA
Director in Wealth Management, Principal

Nayan Lapsiwala | Director of Wealth Management at Aspiriant

What do you enjoy most about wealth management?

I enjoy building relationships with clients and other financial experts who participate in creating a client’s overall financial picture. My favorite parts of the job are learning each client’s set of unique circumstances and synthesizing their complex financial situations into actionable plans.

What’s the biggest challenge?

To avoid mixing personal preferences with client situations.

What do you love most about being part of Aspiriant?

Aspiriant’s first-and-foremost focus on the client experience and high-caliber staff to serve clients.

What professional accomplishments are you most proud of?

Being trusted by clients with their finances and other personal family situations.

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

  • A great listener
  • Able to keep things in perspective
  • Capable of presenting advice in a simple and understandable way
  • Always trying to see things through the other person’s point of view

How should people think about their wealth?

Wealth should be a means to explore, experience and create.

What do you love to do outside of work?

Spend time with family and friends; travel; try new restaurants; and watch basketball, cricket and tennis.

Education and accreditations

  • B.S., Computer Science, South Gujarat University, India
  • M.S., Finance, Golden Gate University
  • CFP®
  • CFA®
  • Chartered Alternative Investment Analyst (CAIA®)

Nayan brings his knowledge of economic market data and financial planning acumen to each client relationship. His natural ability to listen and synthesize complex financial situations into actionable plans paired with his desire to get to know each client’s set of unique circumstances, make him a powerful partner to work with in wealth management.

Nayan came to Aspiriant in 2017 as part of Stanford Investment Group, which he joined in 2007. In addition to his role as a Wealth Advisor at SIG, Nayan was a key member of the Investment Research and Portfolio Management teams.

Before entering the investment advisory industry, he worked at ICICI Lombard General Insurance and IDBI Bank as a Marketing Coordinator on their respective business development teams.

Nayan is a proud recipient of “Outstanding Graduate Student Award — Master of Science in Finance” from Ageno School of Business at Golden Gate University. He earned a Bachelor of Science degree in computer science from South Gujarat University in India.

He is a Certified Financial Planner™ (CFP®), Chartered Financial Analyst® (CFA), Chartered Alternative Investment Analyst (CAIA®) and a member of the FPA Association, CFA Institute, and CAIA Association.

Nayan and his wife live in San Jose, Calif., with their daughter. In his free time, he enjoys spending time with family and friends, traveling, good food, and watching basketball, cricket and tennis.

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