What do you enjoy most about wealth management?
Helping individuals and families with tax strategies to retain and grow their portfolios.
What do you love most about being part of Aspiriant?
Working with so many talented and highly motivated professionals in a collaborative environment.
What professional accomplishments are you most proud of?
Developing tax professionals’ knowledge in consulting high net worth clients at PwC and Deloitte.
What qualities of yours make you best suited to what you do?
Trust, integrity and a strong work ethic.
How should people think about their wealth?
Methodically, so they can use it to accomplish their goals.
What do you love to do outside of work?
Traveling, hiking and rooting for the Lakers.
What would you be doing if you weren’t working for Aspiriant?
Traveling the world and exploring different cultures and cuisines.
Education and accreditations
- B.S. in Business Administration, University of California at Riverside
- Master of Business Taxation, University of Southern California
What personal accomplishments are you most proud of?
Maintaining a strong and close relationship with my immediate family and childhood friends.
Dedicated to helping clients maximize their wealth and achieve their planning goals and objectives, Malik harnesses over 15 years of experience in public accounting. He is responsible for overseeing the delivery of income tax compliance and consulting services to our family office and specialty service clients. Along with his technical knowledge, Malik brings with him a strong work ethic and finely tuned client relationship management skills.
Malik specializes in serving high net worth individuals, as well as medium-sized businesses in various industries. He’s committed to delivering tax and wealth planning solutions tailored to each client’s unique objectives.
Prior to joining Aspiriant, Malik started his career in public accounting. As a tax manager at Deloitte, his work focused on tax compliance and consulting for high net worth families. As a director at PricewaterhouseCoopers, he worked with high net worth clients on consulting and compliance matters. Malik also trained and managed numerous engagement teams globally.
Malik holds a Master of Business Taxation from the University of Southern California and a B.S. in Business Administration from the University of California at Riverside. He is a licensed California CPA.