February 16, 2024
Aspiriant News
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Today, we proudly celebrate five exceptional women acknowledged on Forbes’ 2024 Top Women Wealth Advisors Best-In-State list. These remarkable individuals have consistently been recognized for their commitment to clients’ financial goals and have achieved top-ranked status as financial advisors by Forbes in both 2022 and 2021. They embody one of Aspiriant’s core values by providing clarity and peace of mind to clients. Moreover, they maintain a deliberate focus on serving as trusted financial advisors for women. While it is an incredible honor to work alongside consistently top-rated women wealth advisors, we are also inspired by how they have seized every opportunity to guide fellow women in their financial planning journey. Let’s meet the 2024 Forbes list finalists from Aspiriant.
Sandi Bragar CFP®, Chief Client Officer, partner
Top-rated financial advisor for women in Northern California
Sandi is the Chief Client Officer at Aspiriant and partner and leads our Planning, Strategy & Research team. She also co-hosts our Money Tales podcast, where she speaks candidly with guests about personal financial matters. In her 25 years with Aspiriant, she has honed her ability to see the big picture, while mastering the details. That skill comes into play as she helps clients navigate their emotional connections to their wealth during Aspiriant’s financial planning process. Congratulations, Sandi!
Lisa Colletti CFP®, JD Managing Director in Exclusive Family Office, partner
Top-rated financial advisor for women in New York
As the Managing Director in Exclusive Family Office and a partner, Lisa focuses on the aspirations of ultra-high net worth families. She ensures cohesion and continuity in communication and coordination through complex financial matters. She says her goal is to offer every client comprehensive perspective, independent advice and unwavering support to help them achieve their financial goals and to live well. Lisa’s dedication is commendable and as a top-rated New York City wealth advisor, she is ready to discuss your family’s financial needs. Congratulations, Lisa!
Helen Dietz CFP®, Managing Director in Total Wealth Management, partner
Top-rated financial advisor for women in California
As the Managing Director in Total Wealth Management and a partner, Helen’s ultimate goal is to help her clients secure their lifestyle and family needs while also ensuring their wealth remains fluid and impactful. This philosophy aligns seamlessly with her innate desire to care for people and her commitment to making a meaningful difference in their lives. If you are looking for a top-rated wealth advisor in Silicon Valley, Helen would love an opportunity to get to know you and your long-term financial goals. Congratulations, Helen!
Linda Kitchens CFP®, Director Wealth Management, partner
Top-rated financial advisor for women in Southern California
Linda Kitchens, a Director in Wealth Management and Partner, finds the most fulfilling aspect of her role is the ability to make a tangible difference in people’s lives. Linda believes that wealth should be seen as a resource that offers flexibility, options and a platform to express personal values, whether in support of family or community endeavors. She recently co-hosted a Women Business Collaborative (WBC) event focused on empowering executive women to leverage money as a tool for success and fulfillment. Congratulations, Linda!
Mary Ellen Krueger CIMA®, Director Wealth Management, partner
Top-rated financial advisor for women in Wisconsin
Mary Ellen, Director in Wealth Management and partner, is a top-rated financial advisor in Milwaukee. Her passion for problem-solving and genuine concern for clients’ well-being makes her ideally suited for her role. She emphasizes that wealth should be seen as more than just a number but as an avenue to achieve life’s goals. Additionally, Mary Ellen takes on important firm roles such as moderating quarterly Investing Outlook webinars and co-hosting the WBC event, aimed at empowering women to harness money for success and fulfillment. Congratulations, Mary Ellen!
The various factors that affect women’s financial situations—such as family responsibilities, potential income disparities resulting from career breaks, and longer lifespans—highlight the need for continuous support and tailored resources to address their specific needs. It’s not surprising to see a positive trend of women leveraging their financial strengths and making prudent financial decisions to improve their financial standing. These insights stem from a women’s study conducted by Fidelity Investments® in October 2023. This trend is encouraging, as Fidelity’s research highlights that women are demonstrating healthy money management behaviors. Having a knowledgeable female advisor to provide guidance is an excellent strategy for making informed financial decisions.
Linda said it best. “Women get women. I was a single working mother for many years and more recently have been managing my parents care as they age. I know what women are facing when they are juggling priorities.”
Linda, alongside other devoted women financial advisors from Aspiriant, recently co-hosted a Women Business Collaborative (WBC) three-series event focused on empowering executive women to utilize money as a catalyst for success and fulfillment. The series, titled “Take Charge of your Personal Finances,” provided practical guidance on aligning financial goals with personal values, constructing comprehensive financial plans and executing investment strategies.
“I understand what is on my client’s plate because I’ve been there myself,” Linda explained. “Integrating personal finances into your life priorities doesn’t have to feel like adding another overwhelming task to your plate. With the right confidence, information and partners to support you along the way, I see nothing but success!”
The Aspiriant women wealth advisors have spent a lot of time over the past few years working with women in transition who are ready to take charge. Be it a change in professional status, a divorce or inheritance, our team is here to guide your financial path through to the end with the outcome you want. “Truth is women have many of the skills and intuitions that are essential for strong financial health,” wrote Sandi in a fathom article, 6 Steps to Take Charge of Your Financial Journey. “Being goal-driven, holistic and mindful are great traits for successful investing and wealth management. It’s just a matter of receiving the right guidance for our individual financial journeys.”
Helen, Sandi, Lisa, Linda and Mary Ellen personify empathetic financial advisors focused on a client-centric approach in wealth management. From Silicon Valley to New York, from Southern California to the Midwest, these women have transcended geographical boundaries to establish themselves as trusted partners in their clients’ financial journeys. Their inclusion in the Forbes list underscores their dedication to serving their clients and the ability to navigate the complexities of wealth management with finesse. If you would like to talk with one of our top women wealth advisors at an independent wealth management firm about your financial future, lets start a conversation.
Aspiriant did not pay a fee for consideration for the Forbes’ 2024 Top Women Wealth Advisors Best-In-State, which are determined by an independent panel of judges. See the Full methodology website for more information on categories and criteria. The date of this award is February 8, 2024, and for the submission time period October 1, 2022 through September 30, 2023.
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