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Wealth Planning
How to Know When You’ve Outgrown Your Financial Advisor
If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher…More
Inside Aspiriant
Aspiriant Among Barron’s Best RIAs in 2020
Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances.More
Wealth Planning
What to Do About Potential California Property Tax Changes
Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they…More
Wealth Planning
6 Financial Tips for Unemployment
Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself…More
Inside Aspiriant
Aspiriant CEO Featured on Podcast
Rob Francais discussed the challenges and opportunities of managing a wealth advisory firm during the coronavirus pandemic as the featured guest of a Barron’s The…More
Wealth Planning
The 2020 Election and Estate Planning
A change in the presidential administration may result in higher taxes for estates, property transferred at death and capital gains. Learn why it’s important to…More
Wealth Planning
Goals-Based Investing for Women
A goals-based approach to wealth management considers where you currently are in your financial journey and where you ultimately want to go. Discover the four…More
Uncategorized
Market Perspective: Gold
In our latest Market Perspective, Managing Director Marc Castellani details the investment rationale for holding gold in these turbulent times. Learn how gold can make…More
Investment Management
Value Stocks: Ready to Grow?
As the markets become more detached from economic reality, it appears value stocks may soon have their day in the sun. Find out what catalysts…More
Investment Management
Third Quarter 2020 Insight
The global pandemic created many uncertainties. Learn how social distancing affects our economy, how day traders impact the markets, and how to plant a diversified…More
Wealth Planning
5 Financial Steps for Divorce Planning
No matter what stage your marriage is in, it's important to understand your personal financial situation. If it’s starting to look like the marriage is…More
Inside Aspiriant
Forbes Recognizes Aspiriant’s Next-Gen Partners
Two Aspiriant advisors joined the list of the wealth management industry’s top up-and-coming advisory talent. It’s the fourth year in a row that Forbes has…More
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Meet the Authors
Teresa Greenip
Director in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Jason Shemtob
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA, CPA
Director in Investment Strategy & Research, Partner
