What do you enjoy most about wealth management?
The relationships, and knowing that we’re making a difference in our clients lives.
What’s the biggest challenge?
Not being able to control the financial markets!
What do you love most about being part of Aspiriant?
The people and the culture.
What professional accomplishments are you most proud of?
Earning my CFP® certification.
What do you love to do outside of work?
Spend time with my family and friends.
What would you be doing if you weren’t working for Aspiriant?
Traveling the world, or living near a beach in Hawaii with my husband, daughters,
and our dog.
Please recap your education and accreditations.
- B.S.C. in Finance, Santa Clara University
What personal accomplishments are you most proud of?
I’ve always wished I had learned how to hula dance when I lived in Hawaii (I was born and raised there), so in 2015 I joined a hula hālau (hula school in Hawaiian) in San Francisco to make that dream a reality.
Lani joined Aspirant in 2007 as a portfolio administrator in investment operations and transitioned to the wealth management team in 2010. She has over 15 years of experience serving high net worth individuals.
She earned her CFP® certification in 2015. She attended Santa Clara University where she earned a Bachelor of Science degree in Finance.
Lani lives in San Francisco with her husband, two daughters and dog. She enjoys spending time with her family and friends, dining out and car camping.