Wealth Planning

6 Financial Tips for (F)Unemployment

October 1, 2020

Nick Ruzette
Nick Ruzette

Senior Manager in Wealth Management, Partner

Nick joined Aspiriant at the end of 2014 as an associate in Investment Operations. He transitioned to the Wealth Management team in the beginning of 2017. He has over ten years of experience working in financial services, including seven years working with high-net-worth individuals and families.

Prior to joining the firm, Nick spent time at an M&A consulting firm in San Diego and third-party marketing firm in Orange County, Calif.

Nick earned a B.A. degree in economics and a Minor in accounting from the University of California at San Diego. He earned his CFP® certification in 2017.

Nick lives in San Francisco with his wife. In their free time they enjoy getting outdoors and spending time with friends and family. You can trust that they’ll have recently had an Italian meal, and that Nick has eaten a chocolate chip cookie recently.

Jason Shemtob
Jason Shemtob

Director in Wealth Management, Partner

Jason joined Aspiriant in 2015 as an associate in Wealth Management. He has over six years of experience within the financial services industry, with four of those years dedicated to serving high net worth individuals and families. In addition to his client service responsibilities, Jason is also a member of Aspiriant’s Next Generation Committee and Salesforce Platform Committee.

Prior to joining the firm, Jason spent two years as a proxy research analyst at Glass Lewis in San Francisco.

Jason earned a B.S. degree in Psychology from Syracuse University and graduated Cum Laude. Following college, Jason served as an AmeriCorps volunteer in Watsonville, Calif., and then earned a Master’s in Finance from Golden Gate University.

Jason lives in the San Francisco Bay Area and loves to play basketball and music in his free time. He also enjoys whipping up meals in the kitchen, which generally turn out pretty tasty (but not always!).

Additionally, Jason works with multiple non-profit organizations, including serving as a member of the granting committee for the non-profit organization, Jewish Helping Hands, which works with needy and vulnerable populations both in the United States and abroad and serving on the board and investment committee of Menorah Park, which directly provides subsidized housing and support to lower-income seniors in San Francisco and provides grants to Bay Area organizations aiming to the same.

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