Silicon Valley Wealth Management

2570 W. El Camino Real, Suite 520
Mountain View, CA 94040
Tel 650.941.1717

Map and Driving Directions 

Meet Our Wealth Management Team in Silicon Valley

If you are building a career or are an established leader in the competitive and exciting Silicon Valley, then you need a wealth manager who can serve as a partner on your path to financial success. At Aspiriant, we have a deep understanding of the challenges, opportunities, and choices facing founders, entrepreneurs, C-level executives, and mid-career managers in Silicon Valley.

Our team of wealth managers and investment advisors has worked with clients just like you for decades — and some of them have even built successful careers in tech and venture capital themselves, making them uniquely attuned to the issues you face. In 2017, we broadened our regional- and industry-specific expertise even further with the combination of Aspiriant and Stanford Investment Group (SIG), a premier wealth advisory firm based in Silicon Valley. The addition of SIG’s employees means Aspiriant has an even larger professional team dedicated to serving affluent clients and offering broad expertise in all services, including tax, compensation plans, and 10b5-1 plan strategies.

Beyond wealth management, investment management, and financial planning, Aspiriant’s Silicon Valley team also specializes in:

  • 10b5-1 Planning
  • Concentrated Equity
  • Corporate Executive Services
  • Entrepreneur Services
  • Liquidity Events and Liquidity Planning
  • Stock Option Planning — Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs)
  • Tax Planning
  • Value Investing
  • Women and Wealth

Aspiriant’s team has also been recognized by the local Silicon Valley business community. Helen Dietz, CFP®, partner and Managing Director in Total Wealth Management, was named among the Top 100 Women of Influence in Silicon Valley and the 51 Silicon Valley Executives Who Made a Mark in 2017 by the Silicon Valley Business Journal. The team also volunteers with organizations like LifeMoves, Momentum for Mental Health, and Family Giving Tree.

Start a Dialogue with our Silicon Valley wealth managers.

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

The name was chosen by the Silicon Valley Business Journal staff in a carefully curated blend of powerful and promising local figures.

Lisa Barnea, Director in Finance at Aspiriant in Silicon Valley

Lisa Barnea 
Director in Finance, Partner

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Lynne Born - Aspiriant Wealth Management

Lynne Born 
Chief Practice Officer

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Helen A. Dietz, CFP®, Managing Director in Total Wealth Management at Aspiriant in Silicon Valley

Helen A. Dietz CFP®
Managing Director in Total Wealth Management, Partner

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John Kirkpatrick, MBA, Director in Wealth Management at Aspiriant in Silicon Valley

John Kirkpatrick MBA
Director in Wealth Management, Partner

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Nayan Lapsiwala, CFP®, CFA®, CAIA®, Director in Wealth Management at Aspiriant in Silicon Valley

Nayan Lapsiwala CFP®, CFA®, CAIA
Director in Wealth Management, Partner

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Cliff Loh, CFP®, Manager in Wealth Management at Aspiriant in Silicon Valley

Cliff Loh CFP®
Manager in Wealth Management, Partner

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Natalie Morrella, CFP®, Director in Wealth Management at Aspiriant in Silicon Valley

Natalie Morrella CFP®
Director in Wealth Management, Partner

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Talia Pierluissi, CFP®, MBA, Director in Wealth Management at Aspiriant in Silicon Valley

Talia Pierluissi CFP®, MBA
Director in Wealth Management, Partner

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Randy Rae, CFA®, CFP®, MBA, Manager in Investment Advisory at Aspiriant in Silicon Valley

Randy Rae CFA, CFP®, MBA
Manager in Investment Advisory

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Regina Wohl, CFA®, MBA, Manager in Investment Advisory at Aspiriant in Silicon Valley

Regina Wohl CFA®, MBA
Manager in Investment Advisory

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