Lydia Walz CFP®

Manager – Wealth Management

Meet Lydia

What do you enjoy most about wealth management?

The most poignant moments are when the client achieves a major goal. It is such a joy to root for clients and celebrate their wins.

What's the biggest challenge?

Ensuring the client stays focused on the long-term plan rather than the immediate future. It is the nature of many of our clients to doggedly chase a particular goal.

What do you love most about being part of Aspiriant?

The breadth of the team. Having this many advisors working together, not just next to each other but collaboratively, is unique in the industry. I enjoy pulling from their deep levels of expertise and skills.

How should people think about their wealth?

Wealth is a form of expression. There is no ‘should’ in how each client may wield their wealth, but we often help clients who are seeking greater intentionality.

What do you love to do outside of work?

Travel. Friends often joke that I can always name which flights I have coming up in the next six months. Some of my bucket list trips include Korea, Kenya, and Patagonia!

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

Working in development for a nonprofit focused on homelessness.

What personal accomplishments are you most proud of?

Moving to a new city and developing many friendships and connections while still maintaining previous relationships. I am proud that I have both roots and wings.


Lydia joined Aspiriant in 2018 as an associate in wealth management. She has more than seven years of experience within the financial services industry and serving high-net-worth individuals and families. In addition to her client service responsibilities, Lydia is a member of Aspiriant’s Emerging Wealth taskforce, Rising Generation taskforce and serves as a subject matter expert on debt for the company.

Prior to joining the firm, Lydia worked for a three-person financial planning firm where she wore many hats between investment operations, administration, marketing and financial planning.

Lydia earned her Bachelor of Arts degree in Middle Eastern History and Political Science from Bryn Mawr College and graduated cum laude. She is an annual participant in the Bay Area’s Financial Planning Day and is passionate about financial education in high schools.

After work, Lydia enjoys the Bay Area’s vibrant food scene. She usually has an upcoming reservation at a gourmet restaurant or can be found at her local taqueria. When she’s not chowing down, Lydia enjoys hiking with her husband and two nephews.

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