2 Aspiriant Wealth Managers Named Top Millennial Advisors by Forbes
Two Aspiriant partners, who forged their careers during the Global Financial Crisis and its aftermath, were named among America’s Top Next-Generation Wealth Advisors by Forbes.
David, a CFP®, began his career in 2006 at Deloitte Investment Advisors providing clients with wealth planning and income tax advice. When Deloitte merged with Aspiriant in 2010, he was promoted to manager, and then named a partner at age 31. He currently serves about 50 families nationwide.
Outside of work, he serves as an executive officer on Marquette University’s College of Business Alumni Association Board.
“I strive to be a perpetual student of a dynamic industry where I am able to leverage my talents to help clients achieve their financial goals and dreams,” David says. “It’s an honor and a privilege to be recognized alongside this group of industry professionals.”
Read more about David on fathom.
Myles, a CFP®, has been in wealth management for over seven years. At age 33, he became a partner at Hokanson Associates in San Diego, which merged with Aspiriant in 2016. Three years ago, he participated in the inaugural Schwab Executive Leadership Program.
In support of his community, Myles applies his financial acumen and leadership skills as a board member of Casa de Amistad, an organization that promotes mentoring and educational support for underserved children in the North County Coastal region of San Diego.
“I truly believe that helping people manage their wealth is one of the greatest careers. As advisors and financial coaches, we are in a unique position to optimally align and harmonize all areas of a person’s financial life and help them reach their highest potential,” says Myles. “It is an honor to be recognized, and I congratulate all the phenomenal advisors who were named.”
According to Cerulli Associates, the average age of financial advisors is 51, with just 10% under the age of 35, Forbes reports. “With many wealth managers expected to retire in the coming years, this industry needs to develop and celebrate its next generation of top advisors,” says Chief Client Officer Tom Tracy. “At Aspiriant, we are proud to have such dedicated professionals on our team.”
Read more about the Forbes honor.
Disclosure: Neither Aspiriant nor its employees paid a fee in exchange for inclusion in this award. For judging methodology, please refer to this link.