Wealth Planning

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January 21, 2022

Talia Pierluissi
Talia Pierluissi

Director in Wealth Management, Partner

As Talia moved from philanthropy to tech startup to Aspiriant, her career and professional activities always included helping people realize their goals. Her passion for philanthropy and expertise in equity compensation and liquidity event planning empowers clients to make financial decisions that are both strategic and personally meaningful.

Serving as a Director of Wealth Management, Talia provides customized financial planning and wealth building strategies for clients and their families. She brings experience in philanthropic planning from her years in development at the School of Engineering at Stanford University. She later co-founded SearchFox (acquired by Yahoo) and joined Stanford Investment Group in 2005. Talia came to Aspiriant as part of the 2017 merger with SIG.

She earned her Master of Business Administration from Anderson School of Management at the University of California, Los Angeles. Her B.A. is from the University of Chicago. She is a Certified Financial Planner™ (CFP®).

Talia also provides wealth management services to her community. She is co-chair of the Jewish Community Federation and Endowment Fund Professional Advisors Network. And she volunteers for the Financial Planning Association Pro Bono Program and IRS Volunteer Income Tax Assistance Program.

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.

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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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