What do you enjoy most about wealth management?
Witnessing the excitement of clients successfully achieving their wildest dreams.
What’s the biggest challenge?
Helping clients navigate their emotional connections to their wealth.
What do you love most about being part of Aspiriant?
The collaborative, client-focused work environment.
What professional accomplishments are you most proud of?
Being the first female advisor listed on the Barron’s 2012 Top 100 Independent Advisors List.
What quality of yours makes you best suited to what you do?
The ability to see the big picture, while mastering the details.
How should people think about their wealth?
As a tool to help facilitate their experiences and create the impact they most desire.
What do you love to do outside of work?
Hike the hills of Marin County with my husband and two children.
What personal accomplishments are you most proud of?
Hiking to Machu Picchu in four days.
- Becoming an Aspiriant principal after three years at the firm
- Mentoring at the FPA Residency
- Being interviewed on CNBC’s Closing Bell by Maria Bartiromo
Education and accreditations
- B.A. in Business Economics, University of California, Santa Barbara
- CPA (inactive)
Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002. Her areas of expertise include financial planning, developing strategies for concentrated stock positions, charitable gift planning and retirement planning.
In addition to serving clients, Sandi is a Managing Director of Aspiriant’s Planning Strategy & Research team. She is responsible for creating best practices that help clients navigate the complex facets of their financial lives. Sandi works with our advisors to hone their understanding of both the intellectual and emotional spectrums of wealth by creating practices that break down challenging topics into a digestible format and provide context and clarity every step of the way.
Sandi began her professional career in 1993 at Ernst & Young, where she spent two and a half years as a senior tax consultant in the firm’s Personal Financial Counseling practice, providing income and estate tax planning services to senior corporate executives and other high net-worth individuals.
Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program. Sandi is also a member of the Purposeful Planning Institute and is chairing the Experience Expedition at the 2020 Rendezvous. Sandi has been frequently quoted in the media, in publications such as Barron’s, CNBC, Bloomberg TV, Fox Business News, USA Today, The Chicago Tribune, San Francisco Chronicle and ABC7/KGO-TV. She has been featured as one of Barron's Top 100 Independent Financial Advisors in 2012, 2013 and 2014.
Sandi holds a B.A. degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial Planner™ credential in 1999. Sandi is a member of the Board of Directors at Congregation Emanu-El and at the Jewish Community Relations Council of San Francisco. She also serves on the Investment Committee of Kiddo!, the Mill Valley Schools Community Foundation.