San Francisco Wealth Management

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.