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)
Disclosure: The Barron’s ranking is an annual award. Aspiriant did not pay a fee for placement. Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. Click here for more information.
Sandi is the Chief Client Officer at Aspiriant and leads our Planning, Strategy & Research team. The group is responsible for our state-of-the-art wealth planning platform that fosters intimate client relationships and helps families navigate the complex facets of their financial lives. Sandi also co-hosts our Money Tales podcast. Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002.
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.
Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program. She is also an active member of the Purposeful Planning Institute and chairs the Vision Expedition that is planning the organization’s annual Rendezvous conference. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, The Wall Street Journal, and the San Francisco Chronicle. Among other accolades, Sandi has been named one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2021.
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 Treasurer of the Jewish Community Relations Council of San Francisco. She also serves on the Investment Committee of Kiddo!, the Mill Valley Schools Community Foundation.
Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. See Forbes for more information.
Aspiriant did not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. Click here for more information.