Aspiriant Advisors Recognized by Forbes for Excellence in Wealth Management and Client Service
LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.
- LOS ANGELES, April 4, 2024 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, is proud to announce that 12 of the firm's financial advisors have been named to the Forbes' 2024 Best-in-State Wealth Advisors list, five of whom are also included on the Forbes' 2024 Best-in-State Top Women Wealth Advisors list.
- The distinguished group was recognized for their commitment to helping clients' reach their long-term financial goals through excellence in financial planning, investment management and wealth management services.
- "This honor underscores the client-centric approach that is a cornerstone of Aspiriant, and we are deeply honored by Forbes' consistent recognition of our financial advisors nationwide," said Rob Francais, Chief Executive Officer and partner at Aspiriant.
- Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Office, Partner (New York, New York)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
Rob Francais CPA – Chief Executive Officer, Member of Board of Directors and Partner (Los Angeles, California)
Sandi Bragar CFP® - Chief Client Officer, Partner (San Francisco, California)
Helen Dietz CFP® - Managing Director in Total Wealth Management, Partner (Silicon Valley, California)
Nayan Lapsiwala CFP®, CFA®, CAIA- Director in Wealth Management, Partner (Silicon Valley, California)
Ryan Benson CFP®, CPA - Director in Wealth Management, Member of Board of Directors and Partner (Orange County, California)
Linda Kitchens CFP® - Director in Wealth Management, Partner (San Diego, California)
Myles Rush CFP®, MS - Director in Wealth Management, Partner (San Diego, California)
Lisa Colletti CFP®, JD - Managing Director in Exclusive Family Officer, Partner (New York, New York)
Ryan T. Nelson CFA® - Director in Investment Advisory, Partner (Austin, Texas)
Mary Ellen Krueger CIMA® - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
David Muchow CFP®, MBA - Director in Wealth Management, Partner (Milwaukee, Wisconsin)
John Petrie CFP®, CIMA®, CPA - Managing Director in Total Wealth Management, Partner (Milwaukee, Wisconsin)