Bryce Snell CFP®

Senior Associate in Wealth Management

Meet Bryce

What do you enjoy most about wealth management?

Educating clients about their options so they can plan their future with confidence. Uncertainty is present in all areas of life, whether we are addressing financial issues or personal ones. In my role with Aspiriant, I get to have in-depth conversations with our clients and help them solve complex problems.

What quality of yours makes you best suited to what you do?

My ability to connect and empathize with others. I am often a resource for family and friends in times of uncertainty, which translates well to my professional career.

What do you love to do outside of work?

I’m not much of a homebody, so I really love being outdoors. I love running at the beach, hiking in the mountains or even just having a picnic at the park. I enjoy experiencing the world and all it has to offer. Sharing those experiences with family and friends is even better.

What would you be doing if you weren't working for Aspiriant?

I would likely be a flight attendant, a hotel concierge or maybe an after-school counselor. Helping people has always been my calling, even before I knew what I wanted to be when I grew up. As I grew older, I realized how many varied experiences we all have and how vital the people who guide us along our journey. No matter what, I would be in an occupation that allows me to improve the lives of the most people.

What was the most influential book you've read and why?

“7 Habits of Highly Effective People” by Stephen Covey. I read this book in college, and it was invaluable as I started my career. When I was younger, I was much more spontaneous. This book taught me that having a plan and being proactive was a better way to set myself up for success.

Bio

Bryce Snell joined Aspiriant’s wealth management team in 2025. He has close to a decade of experience working with private wealth clients. His background includes risk management, legacy planning and investment strategies aimed at helping high-net-worth individuals and families manage complex financial situations, guiding them through investment and legacy planning decisions.

His professional career started in non-profit accounting, which led to an interest in helping philanthropic families through their giving strategies. Prior to joining Aspiriant, Bryce worked at JP Morgan Private Bank in Los Angeles. Previously, Bryce worked with a boutique registered investment advisory firm based in Southern California.

Bryce holds a bachelor’s degree in business administration with a focus in insurance and financial Services from California State University, Northridge. He also holds the Certified Financial Planner® designation.

In addition to staying current on markets and financial planning strategies, Bryce enjoys the outdoors and visiting family on the East Coast. His passion projects include torturing himself with long distance running or proudly donating his time to serving non-profits in his community.

Los Angeles Colleagues

Bryce Snell

Bryce Snell CFP®

Senior Associate in Wealth Management

Nolan Alinsod

Nolan Alinsod CIMA®

Associate in Investment Advisory

Nicole White

Nicole White CFP®

Senior Associate in Wealth Management

Mo Rouzegarian

Mo Rouzegarian MSc, EA

Senior Manager in Tax Services, Partner

Peter Correia

Peter Correia

Director in Accounting and Banking Services, Partner

Michael Wu

Michael Wu CFA®

Director in Investment Advisory, Partner

Laurie Flenner

Laurie Flenner

Director - Engagement & Development, Partner

Daniel Moas

Daniel Moas CFP®

Senior Manager in Wealth Management, Partner

Mike Lavalle

Mike Lavalle JD

General Counsel, Partner

Mike King

Mike King JD

Director in Wealth Management, Partner

Chris Kazmer

Chris Kazmer CPA, CFP®, CPWA®

Director in Wealth Management, Partner

Jenny Tsai

Jenny Tsai CPA, IFRS

Controller in Finance, Partner

Summer Hammons

Summer Hammons PHR

Chief People Officer, Partner

Jan Vega

Jan Vega CFP®, MBA

Director in Wealth Management, Partner

Rachel Lee

Rachel Lee JD

Director in Strategic Planning, Partner

Mindy Tankel

Mindy Tankel CFP®

Director in Wealth Management, Partner

Devin Cruise

Devin Cruise MBA, CFP®

Director in Wealth Management, Partner

Melissa Punim

Melissa Punim JD, LL.M.

Director in Strategic Planning, Partner

Doug Hendrickson

Doug Hendrickson

Chief Financial Officer, Partner

Marc Castellani

Marc Castellani CFA®, CAIA, CIMA®

Managing Director in Private Investments, Chair of the Board of Directors, Partner

John Allen

John Allen CFA®, CAIA

Chief Investment Officer, Partner

Song Park

Song Park

Director in Wealth Management, Partner

Sam Lee

Sam Lee MBA

Director in Investment Advisory, Partner

Ginny King

Ginny King JD

Director in Wealth Management, Partner

Michael S. Angell

Michael S. Angell CPA

Director in Wealth Management, Partner

Rob Francais

Rob Francais CPA

Chief Executive Officer, Member of Board of Directors, Partner

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