What do you enjoy most about wealth management?
Helping people identify and realize their goals requires more than just technical knowledge. It requires emotional intelligence. True wealth management, like we practice at Aspiriant, combines the technical with the emotional. I enjoy that combination.
What’s the biggest challenge?
Market “clutter” and individual skepticism are the backdrop in which we operate. The trust that is needed to be highly effective is not easily gained, nor should it be, which makes it challenging for people to recognize our special value.
What do you love most about being part of Aspiriant?
Aspiriant challenges the conventional, and always strives to get better. I love being a part of that.
What quality of yours makes you best suited to do what you do?
I am a naturally curious person who fancies himself an infinite learner. It keeps me humble and open to new ideas.
How should people think about their wealth?
As an opportunity and a calling: an opportunity to do good, and a calling to respond.
What do you love to do outside of work?
Walking barefoot in sand at sunset with my wife and daughter just before a great meal at an outdoor café.
What would you be doing if you weren’t at Aspiriant?
Coaching high school sports in “Small Town, USA.”
What professional accomplishments are you most proud of?
- Provided strategic vision and financial management for some of the most successful families and entrepreneurs of the past few decades.
- Helped a family realize their dream of owning a professional sports franchise.
- Served as a board member for several philanthropic organizations whose sole purpose was to create positive community change.
What’s the most influential book you’ve read?
“Desire”, by John Eldredge. It helped open my eyes to the much larger story that we all find ourselves in every moment of every day.
What personal accomplishments are you most proud of?
Certified Unbeatable Mind coach, Hermosa Beach Triathlon finisher, New York Marathon finisher, Metropolitan Theatre Group performer, Cal Poly Rugby team captain.
Education and accreditations
- M.B.A., California State University, Dominguez Hills
- B.A. in Business, emphasis in Accounting, Cal Poly San Luis Obispo
Prior to joining Aspiriant, Bret served as the President and Chief Personal Financial Officer for Sasco/Roxford One; Chief Financial Officer for Andell Holdings; Managing Director for the Saban Capital Group; Client Service Director and Vice President of Client Financial Operations for myCFO; Chief Financial Officer for The Bubble Factory; and Senior Manager for the business management division of Price Waterhouse.
Bret has served on the boards of several non-profit organizations, including the California State Summer School for the Arts, Los Angeles Neighborhood Land Trust, and Stand To Reason. He is a Certified Public Accountant (inactive) in the State of California and holds an MBA from California State University and a BA in Business Administration from California Polytechnic State University.