Talk to us Meet Andrea
What do you enjoy most about wealth management?
What I love most about wealth management is that the work helps individuals and families achieve their long-term personal and financial goals. The dynamic nature of wealth management also fosters continuous learning and meaningful relationships.
What's the biggest challenge?
The constant evolution of financial markets and regulations presents a significant challenge. Staying abreast of these changes and effectively navigating them to safeguard and grow clients' wealth requires continuous learning and adaptability.
What do you love most about being part of Aspiriant?
Being part of Aspiriant means being part of a team committed to excellence and forward thinking. Above all, I love Aspiriant’s collaborative environment, which encourages innovation and curiosity.
What quality of yours makes you best suited to what you do?
My determination allows me to thrive in dynamic environments where problem-solving and strategic thinking are paramount, enabling me navigate challenges with persistence.
How should people think about their wealth?
People should view their wealth not just as a collection of assets or means to retirement but as a way to achieve their life goals and aspirations.
What do you love to do outside of work?
Outside of work, I enjoy dancing and running, both of which allow me to unwind and recharge. Beyond staying active, spending time with loved ones and exploring new places is most important to me.
What personal accomplishments are you most proud of?
I take great pride in being recognized with the Outstanding Undergraduate Award at my graduation commencement ceremony. This award is typically bestowed upon only two students who have excelled academically and demonstrated contributions to the college, university, and community.
Bio
Andrea joined Aspiriant in 2024 as a Research Analyst on the Investment Strategy & Research Team. She has several years of experience in financial planning and wealth management, servicing high-net-worth individuals and families. In her role, she participates in ongoing research and investment analyses, creates firmwide materials and conducts third-party manager due diligence.
Before joining Aspiriant, Andrea worked as an Investment Analyst at Canterbury Consulting in Newport Beach. As part of the Family Office team, she collaborated with senior investment consultants on client deliverables such as performance reports, asset allocation studies, investment manager searches and portfolio analyses.
Andrea earned her B.S. degree in Finance from California State University, Long Beach (CSULB), graduating summa cum laude and receiving the Outstanding Undergraduate Award. In her spare time, she mentors aspiring women in finance through a student philanthropic organization and the Beach Investment Group which manages the CSULB investment portfolios.
