What do you enjoy most about wealth management?
Helping families navigate through the labyrinth of financial and life decisions.
What’s the biggest challenge?
Helping families prepare their children to be good stewards of wealth.
What quality of yours makes you best suited to what you do?
The fact that interacting and building relationships is like oxygen to me.
How should people think about their wealth?
As a wonderful resource to help accomplish bold and transformational changes in their communities, countries and even the world.
What do you like to do outside of work?
Spend time with friends.
What would you be doing if you weren’t working at Aspiriant?
Running a family office or a center for health and well-being.
What personal accomplishments are you most proud of?
Moving to LA on my own at the age of 14. Building a successful career and a strong circle of wonderful friends.
Education and accreditations
- B.S. in Accounting, University of Southern California
- M.S. in Taxation, University of Southern California
- Member of American Institute of CPAs (AICPA)
- Former Member, AICPA Personal Financial Planning Executive Committee
Nikki is a Director in Aspiriant’s Family Office Services group. She has over 20 years of experience helping affluent families successfully navigate financial decision-making. She is responsible for client relationships and leading a multi-disciplinary team of experts in all aspects of planning and consulting services on behalf of clients in the areas of investments, taxes, estate planning, philanthropy, risk management, financial planning, accounting, and day-to-day financial management and coordination.
In addition to her client service responsibilities, Nikki is currently a member of Aspiriant’s Business Development Team and has served as a Wealth Management team leader, responsible for managing a team of seasoned professionals. She has also been a member of Aspiriant’s Client Service Committee and co-chair of the firm’s Wealth Planning Committee. Nikki is based in San Francisco but serves clients nationally.
Prior to joining Aspiriant, Nikki was a Client Service Manager in the Family Office Services group at myCFO. While at myCFO, she also contributed to developing the family office, estate planning and philanthropy service offering and platform for the firm. Nikki began her career in the Personal Financial Services group at PricewaterhouseCoopers, where she focused on tax, retirement and estate planning for affluent families.
Nikki earned a B.S. degree in Accounting and a Master’s in Business Taxation from the University of Southern California. She is a California CPA and formerly served on the American Institute of Certified Public Accountants (AICPAs) Financial Planning Executive Committee.