What do you enjoy most about wealth management?
I enjoy the diversity and breadth of the profession. You never know what you’re going to get.
What’s the biggest challenge?
The biggest challenge is understanding that it is not the role of a wealth planner to be an expert in everything. We are continuously learning and growing.
What do you love most about being part of Aspiriant?
I enjoy the boutique feel of the firm while having the strength of a larger organization.
What professional accomplishments are you most proud of?
Providing educational presentations because they were so impactful for clients, attending law school and competing in moot court competitions across the nation, and mentoring and training colleagues in the wealth management profession.
What quality of yours makes you best suited to what you do?
I genuinely care about people, which leads to thoughtful conversations and quality work.
How should people think about their wealth?
My goal is to free up the minds of clients so that they can think about everything but their wealth.
What do you love to do outside of work?
I love to include variety in my life, so anything from painting with my 4-year-old daughter, to camping with friends, to a wine-pairing dinner with my husband.
What would you be doing if you weren’t working for Aspiriant?
Traveling and honing my photography skills.
- Admitted to the NY, NJ and DC bars
- Worked at Ernst & Young, U.S. Trust and the Goldman Sachs Family Office
- Passed the CFP® in 2001
Education and accreditations
- B.A. degrees in Economics and Anthropology, University of Massachusetts at Amherst
- J.D. from Brooklyn Law School
- CFP® designation
What was the most influential book you’ve read and why?
“The Power of Now,” by Eckhart Tolle, because it is a strong reminder to be present, which leads to all things positive.
What personal accomplishments are you most proud of?
Raising my young daughter.
Ami jointed Aspiriant in June of 2018 as a Manager in Wealth Management in the San Diego office. Ami is primarily responsible for providing advanced personal financial planning and investment management to clients.
Ami brings over 12 years of financial planning experience from her previous roles at Goldman Sachs Family Office, U.S. Trust Company and Ernst & Young Family Office. Most recently, Ami worked at Callan Capital, providing advanced planning and asset management to individuals, families and executives. Ami was also a member of the Callan Capital Investment Committee.
Ami earned her B.A. degrees in Economics and Anthropology from the University of Massachusetts at Amherst and received her J.D. from Brooklyn Law School. She obtained her Certified Financial Planner® designation in 2001 and is admitted to the New York, New Jersey and Washington, D.C. bars.
Ami strives to remain active in her community and to give back whenever possible. Her most memorable experiences include teaching English to children in Thailand, preparing meals at God’s Love We Deliver in New York City, and taking on pro bono cases with NJ Legal Services. Ami is an active trustee on the board of directors of Ronald McDonald House Charities of San Diego and serves as a mentor for the Financial Planning Association.
Being a transplant from the East Coast, Ami embraces all that San Diego has to offer. Ami enjoys travel, photography, yoga, spending time with her friends, and most of all, her family.