Irvine Wealth Management

7700 Irvine Center Drive, Suite 940
Irvine, CA 92618
Tel 949.627.4566

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Meet Our Wealth Management Team in Irvine

At Aspiriant, we recognize that our clients’ wealth means more than just long-term financial security. It represents decades of hard work, sacrifice, and determination. It represents prosperity and stability for future generations. It symbolizes a hard-earned family legacy that deserves to be protected. That’s why we take a different — even unconventional — approach to wealth management.

Aspiriant’s Irvine team of wealth managers and investment advisors takes this approach to heart. Instead of poring over spreadsheets and datapoints, they start the wealth management and financial planning process at the core: their clients’ long-term goals. Aside from providing comprehensive wealth management, financial planning, investment management, and investing advice, our Irvine team specializes in strategic planning.

Our Irvine team’s commitment to providing sophisticated, yet empathetic client service has been recognized by the broader finance industry. Many members of the team are highly sought-after thought leaders and subject matter experts, having been featured in notable publications such as The New York Times, The San Francisco Chronicle, The San Francisco Business Times, Financial Advisor Magazine and Bloomberg Tax. Ryan Benson, CPA, CFP®, a partner and Director in Wealth Management, was also listed among Forbes’ Top Next-Gen Wealth Advisors.

Outside of the office, Aspiriant’s Irvine team is also highly active in the local community and prioritizes giving back. As part of Aspiriant’s annual Day of Giving initiative, the team has volunteered with organizations such as Olive Crest, Families Forward, and the Ronald McDonald House Charities. We’re proud of their commitment to enriching the lives of others, whether it be Aspiriant’s clients or the citizens located throughout Orange County who need it most.

Start a Dialogue with our Irvine wealth managers.

Disclosure: No fees were paid for the above mentioned awards and rankings.

For the Forbes Top Next-Gen Wealth Advisors, SHOOK research considered advisors born in 1981 or later with a minimum four years as an advisor. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking, and not indicative of future performance or representative of any one client’s experience.

Ryan P. Benson, CPA, CFP®, Director in Wealth Management at Aspiriant in Ryan P. Benson, CPA, CFP®, Director in Wealth Management at Aspiriant in Irvine, CA

Ryan P. Benson CPA, CFP®
Director in Wealth Management, Partner

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Malik Dawood CPA, MBT
Director in Tax Services

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Stephen Kawasaki, CFP®, CFA®, Senior Research Analyst at Aspiriant in Irvine, CA

Stephen Kawasaki CFA®, CAIA, CFP®
Senior Research Analyst, Partner

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Clay R. Stevens, JD, LL.M., Director in Strategic Planning at Aspiriant in Irvine, CA

Clay R. Stevens JD, LL.M.
Director in Strategic Planning, Partner

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