How to Decide on Travel Insurance

November 5, 2021

Tom Tracy
Tom Tracy

Former Partner of Aspiriant

Tom is a managing director in Planning Strategy & Research and partner at Aspiriant, leading our client service offering and maintaining the highest level of innovation and expertise possible. Tom was the first, post-founding professional employee of Kochis Fitz, the predecessor firm to Aspiriant, and became a partner of the firm in 1995. He has provided comprehensive personal financial and investment planning services to hundreds of professionals, senior corporate executives, business owners and other high net worth individuals.

Tom began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche, where he actively assisted in the development and delivery of comprehensive financial plans for clients. At Deloitte, he also worked in the tax department, acquiring broad experience and expertise with individual income tax issues and planning.

He is an active member of the Financial Planning Association and CFA Society of San Francisco. In past years, he taught investments and other classes in the Personal Financial Planning Program at University of California, Berkeley. Tom successfully participated in the 2015 Schwab Executive Leadership program.

Tom earned a B.S. degree in Economics from Chico State University and an M.B.A. (Distinguished Student Award) in Finance from San Francisco State University. He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received his Chartered Financial Analyst credential in 1995.

Mike Fitzhugh
Mike Fitzhugh

Director in Wealth Management, Partner

Mike has been delivering comprehensive planning services to high net-worth families since 1983. He served on the Aspiriant Board of Directors, including serving as Chairman from 2007 until 2010.

Mike began his professional career at Deloitte Haskins & Sells in 1982, and joined the Executive Financial Counseling Group, led by Tim Kochis, three years later. For the next five years, he provided comprehensive financial, tax, and investment services to senior corporate executives and other high net-worth families.

After earning an MBA, Mike led the financial planning practice at an investment management consulting firm in Silicon Valley for four years, developing an expertise in the strategic role of stock options in wealth planning. In 1996, he joined Kochis Fitz, the predecessor firm to Aspiriant, and became a Principal of the firm in 1998. During that time, he developed a specialty in designing
Rule 10(b)5-1 stock sales plans.

In 2008, Barron’s recognized Mike as one of the 100 top independent wealth managers in America. He has been ranked by the San Francisco Business Times among the top 25 independent Wealth Managers in the Bay Area since that list was developed in 2007. Mike co-authored the book, Wealth Management, A Concise Guide to Financial Planning and Investment Management for Wealthy Clients. As an expert in comprehensive wealth management, he has appeared on National Public Radio’s Marketplace and been quoted in the New York Times, San Francisco Chronicle, San Jose Mercury News, Financial Times, and Research.

Mike has been an instructor in the Personal Financial Planning Program at University of California-Berkeley, and makes presentations at professional conferences for financial advisors, attorneys, and CPAs.

Mike graduated from the University of Arizona with a BS degree in Economics and Finance (with Highest Honors). He earned a MBA from the Haas School of Business at the University of California-Berkeley.

Get Aspirant Fathom Articles Direct to your Inbox

Want the latest wealth management tips, investment insights and Aspiriant news delivered straight to your inbox. Sign up for regular Fathom updates so we can send you the most relevant content you selected below.

Next up

Blog detail footer callout img

Meet the Team

In the end, a firm boils down to the people.

Learn more
Blog detail footer callout img