San Diego

12481 High Bluff Drive, Suite 110
San Diego, CA 92130
Tel 858.755.8899

Map and Driving Directions 

Meet Our Wealth Management Team in San Diego

At Aspiriant, we love our craft. We’re investment and financial planning nerds and are overjoyed when we see a solid wealth management plan produce amazing results. But the reason we wake up every morning excited to go to work is because we love our clients — period.

You can see this passion for service in every member of our San Diego team. The team was created in 2015 from the combination of Aspiriant and Hokanson Associates, which became Aspiriant’s ninth office in the U.S. The combination gave the firm a larger dedicated professional team with the talent and expertise our clients value; the partnership also allowed Aspiriant to deliver a greater breadth and depth of investment and financial planning resources.

But most importantly, both firms were “cut from the same cloth,” in the words of our CEO, Rob Francais. Our teams blended so well together because we are solely focused on doing what’s best for our clients, and that is reflected in our San Diego team’s culture and work ethic. Aside from providing comprehensive wealth management, financial planning, investment management, and investing advice, Aspiriant’s San Diego team also specializes in serving women investors, as well as providing value investing expertise.

Our San Diego team members have also been recognized by the broader business community for their service. Myles Rush, CFP®, M.S., partner and Director in Wealth Management, was listed among Forbes’ Top Next-Gen Wealth Advisors. Both Myles and Mark Petrie, CFA®, CFP®, partner and Director in Wealth Management, were named to ForbesBest-in-State list for the Southern California region.

Outside of the office, Aspiriant’s San Diego team is active in their local community and prioritizes giving back. As part of our firm’s Day of Giving initiative, the team has previously volunteered with the Community Resource Center, the Ronald McDonald House Charities of San Diego, and TERI Inc.

Start a Dialogue with our San Diego wealth managers.

No fees were paid for the above mentioned awards and rankings. Please refer to the links for the judging methodology.

Ami S. Aranha, CFP®, J.D., Manager in Wealth Management at Aspiriant in San Diego

Ami S. Aranha CFP®, J.D.
Director in Wealth Management

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Aspiriant | San Diego | Marketing Director, Partner | Daniella Chuckran

Daniella Chuckran MBA
Director of Marketing, Partner

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Sandra Conners, CPA, CFP®, CDFA®, Director in Wealth Management at Aspiriant in San Diego

Sandra Conners CPA, CFP®, CDFA™
Director in Wealth Management, Partner

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Linda K. Kitchens, CFP®, Director in Wealth Management at Aspiriant in San Diego

Linda K. Kitchens CFP®
Director in Wealth Management, Partner

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Mark D. Petrie, CFA®, CFP®, Director in Wealth Management at Aspiriant in San Diego

Mark D. Petrie CFA®, CFP®
Director in Wealth Management, Partner

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Myles D. Rush, CFP®, M.S., Director in Wealth Management at Aspiriant in San Diego

Myles D. Rush CFP®, M.S.
Director in Wealth Management, Partner

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