Locations

San Francisco Wealth Management

50 California Street Suite 2600
San Francisco, CA 94111

415.371.7800

Meet Our Wealth Management Team in San Francisco

Our wealth managers love what they do. We’re committed to sticking with you and your family for generations. And we’re dedicated to delivering a deep and consistent wealth management experience possible.

In our San Francisco location, you’ll find some of the most tenured members of the Aspiriant team. Aspiriant has long and deep roots in the Bay Area working with high-net-worth families and senior executives of many prominent, innovative, and industry-leading firms, both public and private.

Aspiriant was born in 2008 from the combination of two West Coast firms with complementary achievements — one of which was San Francisco-based Kochis Fitz, one of the pioneers of the financial planning industry in the U.S. The mission of the combination was to empower families to take control of their financial lives, live their values with clarity and peace of mind, and achieve their dreams.

Our San Francisco team’s commitment to excellence and top-notch client service is renowned and award-winning. The San Francisco Business Times has ranked Aspiriant as one of the largest wealth management firms in the Bay Area. Wealth managers within that team also have been named among Forbes’ Best-In-State Wealth Advisors.

In addition to wealth management, financial planning, and investment management, Aspiriant’s San Francisco team specializes in:

10b5-1 Planning
Concentrated Equity
Corporate Executives
Family Office Services
Liquidity Events
Qualified Small Business Stock (QSBS) Elections
Retirement Planning
Stock Option and Equity Compensation Planning — Restricted Stock Units (RSUs) and Incentive Stock Options (ISOs)
Tax Planning
Value Investing
Women and Wealth

Beyond their work with clients, our Aspiriant wealth managers are also passionate about helping members of the local Bay Area community with their expertise. In the past, our team has offered free advice at the annual Financial Planning Days in San Francisco and Marin County, California.

Disclosure: No fees were paid for the above mentioned awards and rankings.

The San Francisco Business Times ranking is based on AUM as of 12.31.21.

The Forbes ranking of Best-In-State Wealth Advisors was awarded on April 7, 2022 for the time period 6.30.20 through 6.30.21. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.