Wealth Planning

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Tom Tracy
Tom Tracy

Managing Director in Planning Strategy & Research, Member of Board of Directors, Partner

Tom is a managing director in Planning Strategy & Research and partner at Aspiriant, leading our client service offering and maintaining the highest level of innovation and expertise possible. Tom was the first, post-founding professional employee of Kochis Fitz, the predecessor firm to Aspiriant, and became a partner of the firm in 1995. He has provided comprehensive personal financial and investment planning services to hundreds of professionals, senior corporate executives, business owners and other high net worth individuals.

Tom began his financial planning career in 1989 as a member of the Executive Financial Counseling group at Deloitte & Touche, where he actively assisted in the development and delivery of comprehensive financial plans for clients. At Deloitte, he also worked in the tax department, acquiring broad experience and expertise with individual income tax issues and planning.

He is an active member of the Financial Planning Association and CFA Society of San Francisco. In past years, he taught investments and other classes in the Personal Financial Planning Program at University of California, Berkeley. Tom successfully participated in the 2015 Schwab Executive Leadership program.

Tom earned a B.S. degree in Economics from Chico State University and an M.B.A. (Distinguished Student Award) in Finance from San Francisco State University. He successfully completed the Certified Public Accountant (CPA) examination in 1993 and received his Chartered Financial Analyst credential in 1995.


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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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