Wealth Planning

Key Questions to Keeping a Home in the Family

July 8, 2021

Randy Rae
Randy Rae

Manager in Investment Advisory

Randy puts his 25 years of financial experience to work daily as a Manager in Investment Advisory, driving asset allocation and asset selection decisions.

Randy began his investment career as a stockbroker at Merrill Lynch. It wasn’t long before he discovered he enjoyed the investment research side of the business. He ultimately went back to school to get his MBA, with the goal of becoming a stock analyst.

Today, he derives significant personal satisfaction by helping Aspiriant clients navigate the stock market and better understand the investment world.
Randy came to Aspiriant as part of Stanford Investment Group in 2017. As Senior Investment Analyst at SIG, Randy oversaw trading operations and supported client advisory activities.

Before joining SIG in 2002, Randy held positions with Barclays Global Investors, the Civic Bank of Commerce and the Federal Home Loan Bank. He is a member of the CFA Society San Francisco.

Randy holds a Bachelor of Arts degree in Economics from Stanford University and a Master of Business Administration from University of California, Berkeley. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst® (CFA).

After hours, Randy serves as a volunteer financial literacy and life skills teacher at a local high school. He is also a member of the investment board and is interim treasurer at his church.

Sandi Bragar
Sandi Bragar

Chief Client Officer, Partner

Sandi is the Chief Client Officer at Aspiriant and leads our Planning, Strategy & Research team. The group is responsible for our state-of-the-art wealth planning platform that fosters intimate client relationships and helps families navigate the complex facets of their financial lives. Sandi also co-hosts our Money Tales podcast. Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002.

Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm’s Personal Financial Counseling practice.

Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program. She is also an active member of the Purposeful Planning Institute. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, The Wall Street Journal, and the San Francisco Chronicle. Among other accolades, Sandi has been named one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2021.

Sandi holds a B.A. degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial Planner™ credential in 1999. Sandi is Treasurer of the Jewish Community Relations Council of San Francisco.

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