Wealth Planning

The Key to Giving Illiquid Stock

November 21, 2017


Cliff Loh
Cliff Loh

Director in Wealth Management, Partner

Cliff, a wealth manager who serves clients in our Silicon Valley office, has a passion to build long-term relationships with clients and be a trusted partner to help them achieve their financial goals. With a strong desire to provide thoughtful and understandable financial planning, he serves on our committee for Aspiriant Planner, our advanced financial planning technology.

Cliff joined Aspiriant in 2017 as part of the merger with Stanford Investment Group. Prior to joining SIG in 2015, Cliff spent the previous nine years at Financial Engines, a fintech pioneer, rising in the product team to be a Principal Product Manager.

Cliff received his B.S. and M.S. degrees in Industrial Engineering from Stanford University and earned his Certified Financial Planner™ credential while at Aspiriant.

Outside of work, he is active in the Financial Planning Association of Silicon Valley and volunteers for the Commonwealth Club. He values these opportunities as a way to keep him exposed to current thought leaders, both in wealth management and the wider community.

Cliff is married with two children. In his free time, you may find him watching “Beat Bobby Flay,” perfecting his fantasy football roster, visiting national parks or watching the New York Yankees.

Helen A. Dietz
Helen A. Dietz

Managing Director in Total Wealth Management, Partner

With over 25 years of experience advising individuals with concentrated stock positions, Helen provides practical financial planning advice, guidance and investment management to entrepreneurs, executives and business start-ups. Her knowledge and experience give her a deep understanding of the challenges, opportunities and choices facing clients in Silicon Valley and beyond.

Helen’s personal motto is, “Show up and follow up. Keep moving. Persevere. And when things get difficult, follow your moral compass.”

Aspiriant gained Helen through the merger with Stanford Investment Group, where she served as President and Chief Executive Officer since 2004. At SIG, Helen provided thought leadership and strategic direction in building a wealth management firm that aligned with client objectives. She led a team of talented investment professionals dedicated to planning, managing and helping clients meet real-life goals. Her achievements were recognized when she was named Women in Wall Street’s 2014 Entrepreneur of the Year.

Helen joined SIG in 1987, a time of change in the industry. She was one of the first advisors to work with the Schwab Investment Platform in the San Francisco Bay Area. Before SIG, Helen was a registered advisor and financial planner with the boutique investment banking firm Morgan, Olmstead, Kennedy and Gardner.

She holds a Bachelor of Arts in Business and English, with a discipline in Economics, from Rutgers University. In 2016, Helen earned her Certified Financial Planner (CFP®) designation. She’s a member of the Financial Planning Association of San Francisco and of Chief, the only private membership network focused on connecting and supporting women executive leaders.

Helen strives to be a positive role model in the financial industry and for women and the next generation. In her spare time, she is active with several community organizations that educate and empower young people to be successful leaders including the Notre Dame High School Board of Directors; the Daraja Academy, a non-profit high school for girls in Kenya; the Idea Village, a New Orleans-based community of entrepreneurs; and The Creative Coalition, which educates leaders in the arts community on issues of public importance.


Disclosure: Aspiriant did not pay a fee for placement on Trader Magazine rankings, which is determined by the publications. Click here for more information.

Disclosure: Aspiriant did not pay a fee for placement on the Silicon Valley Business Journal ranking, which is determined by the publication. Visit their website for more information.

Disclosure: Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. See Forbes for more information.

Disclosure: Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Click here for more information.


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Phil-Kastenholz-square

Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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