Silicon Valley

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

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Lisa Barnea, Director in Finance at Aspiriant in Silicon Valley

Lisa Barnea 
Director in Finance, Partner

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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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