What do you enjoy most about wealth management?
The satisfaction of helping clients work toward their goals.
What do you love most about being part of Aspiriant?
The challenges and the people.
What professional accomplishment are you most proud of?
Becoming a principal here at Aspiriant.
What quality of yours makes you best suited to what you do?
I’m a great listener.
How should people think about their wealth?
As something that gives them choices to make their lives more meaningful.
What do you love to do outside of work?
Hang out with my family.
What you be doing if you weren’t working for Aspiriant?
Something with food – eating it, preparing it, writing about it.
What was the most influential book you’ve read and why?
The Five Dysfunctions of a Team. In business as in life you need trust.
What personal accomplishment are you most proud of?
I completed a 100-mile walk for charity.
B.A., University of California, Santa Barbara
Song joined Aspiriant in 2002 as a director in Wealth Management. She has over 16 years of experience serving high net worth individuals and families. In addition to her client service responsibilities, Song is also a member of the Business Development Committee, Client Service Committee, Financial Planning Sub-Committee, as well as the Fixed Income Sub-Committee for Aspiriant. Song also serves as a leader of one the Wealth Management teams at Aspiriant.
Prior to joining the firm, Song was a Client Service Principle at myCFO in the Los Angeles office focusing on individual income, estate and gift taxation and investments. Song began her career in the Family Wealth Planning and Private Client Service group at Arthur Andersen in the Los Angeles office.
Song earned a Bachelors degree in Business Economics with an emphasis in Accounting from the University of California Santa Barbara.