Talk to us Meet Rohit
What do you enjoy most about wealth management?
Building trusted relationships with families and partnering with them to design strategies that closely align with their long-term goals.
What's the biggest challenge?
Navigating the complexities of an ever-changing economic and market environment.
What do you love most about being part of Aspiriant?
Working alongside some of the most savvy, strategic advisors in the industry consistently challenges me to grow and learn.
What quality of yours makes you best suited to what you do?
My ability to communicate the complex in a simple manner.
How should people think about their wealth?
A tool to live a fulfilling, purpose-driven life.
What do you love to do outside of work?
Traveling and hiking with my wife and our golden retriever, Scooby.
What would you be doing if you weren't working for Aspiriant?
Coaching a youth basketball team.
What was the most influential book you've read and why?
Atomic Habits by James Clear – understanding the psychology behind our habits unlocked new systems and routines for me. The philosophy of being “1% better” made the daunting seem achievable.
Bio
Rohit brings more than a decade of experience in investment management and financial planning to his role as a Senior Manager in Wealth Management at Aspiriant. Clients have shared that they value his ability to communicate complex financial concepts clearly. That is because Rohit collaborates closely with families to design strategies that align with their long-term goals and values. His focus areas include portfolio management, estate planning and managing concentrated stock positions, helping clients make informed decisions across various aspects of their financial lives.
Rohit rejoined Aspiriant in 2024, after previously working with the firm from 2015 to 2019. In the interim, he served as an advisor at Iconiq Capital, where he supported founders and corporate executives with investment management and financial planning. This experience strengthened his approach to serving high-net-worth clients in an evolving market environment. Building trusted relationships and simplifying wealth management challenges are among the most rewarding aspects of his role.
Rohit earned his B.A. in Economics from the University of California, Riverside, and holds the Chartered Financial Analyst® (CFA®) designation. His interest in lifelong learning extends beyond finance; he draws inspiration from books like Atomic Habits by James Clear, which influence his focus on continuous improvement.
Rohit and his wife live in the Bay Area with their golden retriever, Scooby. They enjoy traveling and hiking Northern California’s scenic trails.
