Wealth Planning

Financial Planning for Baby: 4 Tips

January 12, 2022

Teresa Greenip
Teresa Greenip

Senior Manager in Wealth Management, Partner

Teresa joined Aspiriant in 2019 after a 14-year career in corporate finance. She became a manager at the firm in 2021. Her areas of expertise include financial planning, developing equity compensation, education planning and retirement planning.

Teresa holds a Bachelor’s in Business Administration with concentrations in Finance and Accounting from Emory University. She completed her financial planning credentials at the University of California-Berkeley in 2020 and earned the CFP® certification in 2021.

In her free time, Teresa enjoys cooking, hiking, boxing, over-organizing her home in Alameda, Calif., crafting, gardening and chasing after her two young children. She enjoys volunteering to help new parents navigate financial planning topics. She has also been a long-time volunteer with Project Sunshine at UCSF Benioff Children’s Hospital – Oakland.

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.

Editor’s note: This article has been updated since its original January 12, 2022, publication.

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