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Uncategorized
Aspiriant Spreads Goodwill in Our Cities
Every year, Aspiriant employees spend a summer work day trying to make a positive impact in our communities. Find out how each of our 11…More
Wealth Planning
Family Business Succession Considerations
Often family business owners believe the company is their best long-term investment. But other factors need to be considered before transferring the company to the…More
Inside Aspiriant
2 Aspiriant Partners Make Forbes Next-Gen List
Ensuring that Aspiriant clients are in good hands for years to come, David Muchow and Myles Rush are listed among the top 250 wealth advisors…More
Investment Management
Second Quarter 2019 Insight–Part III
As we near the limits of monetary and fiscal policy, learn why the galvanizing political divides among voters make remedying a potential economic downturn through…More
Investment Management
Second Quarter 2019 Insight-Part I
Our economic foundation requires the right mix of financial liquidity and debt capacity to build a sturdy capital base and strong financial markets. In Part…More
Wealth Planning
Reasonable Compensation & the Family Business
Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here…More
Uncategorized
Aspiriant Recognized as a Leading RIA
Aspiriant continues to make its mark in the financial industry as one of the top firms ranked by Financial Advisor Magazine.More
Wealth Planning
Aspiriant’s Smart Summer Reading List
This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions…More
Inside Aspiriant
Aspiriant a Top Wealth Management Firm in the SF Bay Area
The San Francisco Business Times ranked Aspiriant as one of the largest wealth management firms in the Bay Area.More
Inside Aspiriant
Aspiriant CEO Makes LA500 List
For the second year in a row, Chief Executive Officer Rob Francais was named in the Los Angeles Business Journal's prestigious list of innovators and…More
Inside Aspiriant
Aspiriant Adds 3 New Partners
The latest members of Aspiriant’s ownership group represent the next generation of leaders and advance the firm’s mission to transform the wealth management industry. Learn…More
Uncategorized
Mother’s Day Money Tips for Kids
Children learn best by witnessing people exemplify strong ethics and wise decision-making. That is especially true when it comes to financial management. This Mother’s Day,…More
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Meet the Authors
Jan Vega
Director in Wealth Management, Partner
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John Allen
Chief Investment Officer, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, 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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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
