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Aspiriant Named a Top 10 L.A. Advisor
An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services.More
Investment Management
Understanding Risk and Volatility
“Volatility” is the buzzword in the financial media these days. But what does it really mean and how does it impact your investments? Aspiriant investment…More
Wealth Planning
Fourth Quarter 2018 Insight
As you strive to reach your financial goals, you need to be prepared for bumps along the way so you don’t get derailed. Learn how…More
Wealth Planning
Big Disasters Leading to Higher Insurance Rates
Catastrophic wildfires and hurricanes are leading to higher property insurance bills. Learn why and what you can do to keep costs down while maintaining good…More
Wealth Planning
A Lasting New Year’s Resolution: Talk About Money
This year, why not set a resolution that will have lasting benefits? Sandi Bragar offers tips on how to find your money mojo through conversation.More
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How Does Aspiriant Celebrate the Holidays?
The holidays are a time to cherish those you care about most by celebrating traditions. Find out how Aspiriant employees enjoy the season each year.More
Uncategorized
A Young Professional’s Guide to Renting vs. Buying
Today’s young professionals are giving greater thought before deciding to invest in a home. Learn about current homeownership trends among millennials, as well as the…More
Inside Aspiriant
Aspiriant Helps Bay Area Residents with Free Financial Advice
Aspiriant wealth managers provided unbiased financial advice to San Francisco Bay Area residents during the Financial Planning Association’s personal planning events.More
Wealth Planning
Planning for Long-Term Care
As the way we receive care later in life is changing, so are our options for how to pay for it. Learn some of the…More
Wealth Planning
Third Quarter 2018 Insight
Like the advances made by scientists to understand natural disasters, Aspiriant has developed a robust early warning system to anticipate market cycles and prepare investors…More
Wealth Planning
Wealth Transfer: The Emotional Side of Money
When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how…More
Uncategorized
Caring for the Well-Being of Our Communities
Caring about the communities we live and work in is a natural extension of what we do for clients. See how Aspiriant employees nationwide gave…More
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Meet the Authors
Marc Castellani
Managing Director in Private Investments, Chair of the Board of Directors, Partner
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Jan Vega
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager 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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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Teresa Greenip
Senior Manager in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, 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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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
