San Francisco Wealth Management

50 California St., Suite 2600
San Francisco, CA 94111
Tel 415.371.7800

Map and Driving Directions 

Meet Our Wealth Management Team in San Francisco

Put simply: Our wealth managers love what they do. We’re committed to sticking with you and your family for generations. And we’re dedicated to delivering the deepest and most consistent wealth management experience possible.

In our San Francisco location, you’ll find some of the most tenured members of the Aspiriant team. Aspiriant has long and deep roots in the Bay Area working with high-net-worth families and senior executives of many prominent, innovative, and industry-leading firms, both public and private.

Aspiriant was born in 2008 from the combination of two West Coast firms with complementary achievements — one of which was San Francisco-based Kochis Fitz, one of the pioneers of the financial planning industry in the U.S. The mission of the combination was to empower families to take control of their financial lives, live their values with clarity and peace of mind, and achieve their dreams.

Our San Francisco team’s commitment to excellence and top-notch client service is renowned and award-winning. The San Francisco Business Times has ranked Aspiriant as one of the largest wealth management firms in the Bay Area. Wealth managers within that team also have been named among Forbes’ Best-In-State Wealth Advisors and the Barron’s Top Advisor Rankings for multiple years running.

In addition to wealth management, financial planning, and investment management, Aspiriant’s San Francisco team specializes in:

  • 10b5-1 Planning
  • Concentrated Equity
  • Corporate Executives
  • Family Office Services
  • Liquidity Events
  • Qualified Small Business Stock (QSBS) Elections
  • Retirement Planning
  • Stock Option Planning — Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs)
  • Tax Planning
  • Value Investing
  • Women and Wealth

Beyond their work with clients, our Aspiriant wealth managers are also passionate about helping members of the local Bay Area community with their expertise. In the past, our team has offered free, unbiased advice at the annual Financial Planning Days in San Francisco and Marin County, California.

Start a Dialogue with our San Francisco wealth managers.

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

The San Francisco Business Times ranking is based on AUM as of 12.31.18.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

The Barron’s Top Advisor rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.

Karen Blodgett, MBA, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Karen Blodgett MBA, CFP®
Director in Wealth Management, Partner

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Sandi Bragar, CFP®, Managing Director in Planning Strategy & Research at Aspiriant in San Francisco

Sandi Bragar CFP®
Managing Director in Planning Strategy & Research, Partner

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Cammie Doder, MBA, National Director of Marketing at Aspiriant in San Francisco

Cammie Doder MBA
Chief Marketing Officer, Partner

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Mike Fitzhugh, MBA, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Mike Fitzhugh MBA, CFP®
Director in Wealth Management, Partner

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Lorraine Fox, MBA, Director in Wealth Management at Aspiriant in San Francisco

Lorraine Fox MBA
Director in Wealth Management, Partner

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Brett Gookin, JD, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Brett Gookin JD, CFP®
Director in Wealth Management, Partner

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Andy Hamilton, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Andy Hamilton CFP®
Director in Wealth Management, Partner

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Lani Kapur, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Lani Kapur CFP®
Director in Wealth Management, Partner

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Young Kim, Managing Director of Investment Operations at Aspiriant in San Francisco

Young Kim 
Managing Director of Investment Operations, Partner

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Jason Kiss, CFA®, CFP®, CAIA®, Director in Wealth Management at Aspiriant in San Francisco

Jason Kiss CFA®, CFP®, CAIA
Director in Wealth Management, Partner

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Michael Kossman, CPA, Chief Operating Officer and Chief Compliance Officer at Aspiriant in San Francisco

Michael Kossman CPA
Chief Operating Officer and Chief Compliance Officer, Partner

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Gavin Neil, CFA®, CFP®, MSFA, Manager in Wealth Management at Aspiriant in San Francisco

Gavin Neil CFA, CFP®, MSFA
Director in Wealth Management, Partner

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Michelle Nguyen, CPA, CFP®, Manager in Wealth Management at Aspiriant in San Francisco

Michelle Nguyen CPA, CFP®
Manager in Wealth Management, Partner

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Jordan Overby, CFP®, Manager in Wealth Management at Aspiriant in San Francisco

Jordan Overby CFP®
Manager in Wealth Management

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Phillip Parkerson, Director in Investment Operations at Aspiriant in San Francisco

Phillip Parkerson 
Director in Investment Operations, Partner

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Greg Schick, CFP®, Director in Wealth Management at Aspiriant in San Francisco

Greg Schick CFP®
Director in Wealth Management, Partner

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Jason Shemtob, MSF, CFP®, Manager in Wealth Management at Aspiriant in San Francisco

Jason Shemtob MSF, CFP®
Manager in Wealth Management, Partner

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Tom Tracy, MBA, CFA®, CFP®, Chief Client Officer at Aspiriant in San Francisco

Tom Tracy MBA, CFA®, CFP®
Chief Client Officer, Partner

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