Talk to us Meet Raymond
What do you enjoy most about wealth management?
Working with so many talented and highly-motivated professionals in a collaborative environment.
What quality of yours makes you best suited to do what you do?
I'm a professional skeptic. It's not enough to believe that something works or is appropriate for a client. I need to understand why.
What do you love to do outside of work?
Watch sports, especially college football, professional basketball, and Formula 1 racing.
What’s the most influential book you’ve read?
Let's Get Real or Let's Not Play. It defines an honest approach to transforming the client-consultant relationship into a true mutual commitment.
Bio
Ray has over 20 years of professional experience in financial services, including 15 years in public accounting. He is responsible for overseeing the delivery of income, gift, and estate tax compliance and consulting services to our family office and specialty service clients. He is also a member of our Wealth Planning Committee. A graduate of University of Southern California, Ray is licensed as a California CPA.
Prior to joining Aspiriant in 2007, Ray operated his own tax practice serving family offices and high wealth families in Southern California. Previously, he was a Senior Manager in the Private Client Services Division of a Big Four accounting firm.
