Wealth Planning

You’ve Heard of the Prenup. What About a No-Nup?

March 3, 2020

Talia Pierluissi
Talia Pierluissi

Director in Wealth Management, Partner

As Talia moved from philanthropy to tech startup to Aspiriant, her career and professional activities always included helping people realize their goals. Her passion for philanthropy and expertise in equity compensation and liquidity event planning empowers clients to make financial decisions that are both strategic and personally meaningful.

Serving as a Director of Wealth Management, Talia provides customized financial planning and wealth building strategies for clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Talia came to Aspiriant as part of the 2017 merger with SIG.

She earned her Master of Business Administration from Anderson School of Management at the University of California, Los Angeles. Her B.A. is from the University of Chicago. She is a Certified Financial Planner™ (CFP®).

Talia also provides wealth management services to her community. She is co-chair of the Jewish Community Federation and Endowment Fund Professional Advisors Network. And she volunteers for the Financial Planning Association Pro Bono Program and IRS Volunteer Income Tax Assistance Program.

Lydia Walz
Lydia Walz

Manager – Wealth Management

Lydia joined Aspiriant in 2018 as an associate in wealth management. She has more than seven years of experience within the financial services industry and serving high-net-worth individuals and families. In addition to her client service responsibilities, Lydia is a member of Aspiriant’s Emerging Wealth taskforce, Rising Generation taskforce and serves as a subject matter expert on debt for the company.

Prior to joining the firm, Lydia worked for a three-person financial planning firm where she wore many hats between investment operations, administration, marketing and financial planning.

Lydia earned her Bachelor of Arts degree in Middle Eastern History and Political Science from Bryn Mawr College and graduated cum laude. She is an annual participant in the Bay Area’s Financial Planning Day and is passionate about financial education in high schools.

After work, Lydia enjoys the Bay Area’s vibrant food scene. She usually has an upcoming reservation at a gourmet restaurant or can be found at her local taqueria. When she’s not chowing down, Lydia enjoys hiking with her husband and two nephews.

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