Talk to us Meet Lina
What do you enjoy most about wealth management?
How rewarding it feels to make a difference in helping clients achieve their goals and improve their overall financial well-being.
What's the biggest challenge?
Helping clients stay focused on their long-term plan while mitigating their fear of missing out (FOMO) on a potential trend and/or investment that may result in unnecessary risk.
What do you love most about being part of Aspiriant?
The breath of our team, our core values as a firm and our growth mindset.
What qualities of yours makes you best suited to what you do?
Being genuine. Having empathy toward others’ needs and concerns. Being resourceful, a good listener and having the ability to propose creative solutions.
How should people think about their wealth?
Wealth provides an opportunity to create a comfortable and fulfilling lifestyle and legacy for future generations.
What do you love to do outside of work?
Being with family and having new experiences whether trying new restaurants, traveling to new places and/or trying new activities. I always like to challenge myself to step out of my comfort zone.
What personal accomplishments are you most proud of?
Being able to give back to the community through pro-bono work focusing on educating and promoting financial literacy for families, individuals and the younger generations.
Bio
Lina joined Aspiriant in 2022, bringing over a decade of experience advising high-net-worth individuals and families on building and preserving wealth, planning for retirement and navigating major life transitions with a thoughtful, personalized approach. Beyond her client work, Lina actively contributes to several firm initiatives, including Women Taking Charge, and is recognized as a subject matter expert in marriage and divorce planning. She holds dual degrees—a B.A. in Economics and a B.S. in Business Administration—from Montclair State University and maintains multiple professional designations, including Certified Divorce Financial Analyst® (CDFA®) and Chartered Special Needs Consultant® (ChSNC®). Outside of work, Lina enjoys traveling and spending quality time with family and friends. She is deeply committed to financial literacy and community impact, volunteering her time through pro bono planning and educational outreach, and serves as a Board Director for Divorce Coalition.
