Wealth Planning

7 Principles of Wealth Management: A Guide for Making Successful Financial Decisions

February 11, 2022


Cammie Doder
Cammie Doder

Chief Marketing Officer, Partner

Cammie joined Aspiriant in 2005, originally responsible for sales and marketing. In 2016, she was chosen to take the firm’s marketing direction to a higher level and lead a team of professionals on a variety of initiatives.

Cammie is a marketer at heart, working in a client-centric, fiduciary-focused firm, which means she is a listener, educator and advocate, first and foremost. Cammie is passionate about empowering our current and prospective clients by helping them navigate the murky waters of the industry to make informed decisions about their financial lives.

As the Chief Marketing Officer and a partner of Aspiriant, Cammie works to ensure consistency across the Aspiriant brand, highlighting the warmth, passion and forward-thinking approach we bring to wealth management. Her role spans across branding, digital, content, client experience, inbound marketing, automation and messaging. Cammie believes the Aspiriant secret needs to be shared with more people and looks to connect with the next client whose goals we can help them achieve.

Cammie earned a B.S. degree in Business from the University of Southern California and an M.B.A. from The Anderson School at University of California-Los Angeles.

Outside the office, Cammie spends time with her husband and two daughters. They are either enjoying their local environs or visiting family in Southern California, on the East Coast or in Ireland.

Sandi Bragar
Sandi Bragar

Chief Client Officer, Partner

Sandi is the Chief Client Officer at Aspiriant and leads our Planning, Strategy & Research team. The group is responsible for our state-of-the-art wealth planning platform that fosters intimate client relationships and helps families navigate the complex facets of their financial lives. Sandi also co-hosts our Money Tales podcast. Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002.

Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm’s Personal Financial Counseling practice.

Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program. She is also an active member of the Purposeful Planning Institute and chairs the Vision Expedition that is planning the organization’s annual Rendezvous conference. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, The Wall Street Journal, and the San Francisco Chronicle. Among other accolades, Sandi was named one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2024.

Sandi holds a B.A. degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial Planner™ credential in 1999. Sandi is Treasurer of the Jewish Community Relations Council of San Francisco. She also serves on the Investment Committee of Kiddo!, the Mill Valley Schools Community Foundation.


Editor’s note: This post has been updated since its original June 25, 2020, publication date.

Past performance is no guarantee of future performance. All investments can lose value. Indices are unmanaged and you cannot invest directly in an index. The volatility of any index may be materially different than that of a model. The charts and illustrations shown are for information purposes only.

S&P 500 is a market-capitalization weighted index that includes the 500 most widely held companies chosen with respect to market size, liquidity and industry.


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