Angie Cpa

director wealth management, exclusive family office at Aspiriant - Los Angeles, CA, US

Angie Cpa's Colleagues at Aspiriant
Young Kim

Managing Director - Investment Operations

Contact Young Kim

Eva Meyer

manager - investment operations

Contact Eva Meyer

Luis Orozco

Senior Associate - Investment Specialist

Contact Luis Orozco

Jill Schroer

specialist - human resources

Contact Jill Schroer

View All Angie Cpa's Colleagues
Angie Cpa's Contact Details
HQ
310-806-4000
Location
Company
Aspiriant
Angie Cpa's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, CA, US • 250 - 499 Employees
Investment Bank/Securities Brokerage

Without a keen sensor, you might reach the conclusion that all wealth management firms are sort of similar. We think that would be a mistake.At Aspiriant, we've invested a vast amount of thought and energy into structuring our firm to be unique – and better. Aspiriant's clients benefit from the intellectual ferocity, loyalty and passion of our people. You see, Aspiriant is built to attract the most talented people in wealth management and make them owners, so they stay forever. We've structured our firm to look and operate like no other in the business and to create a phenomenal experience for the people we serve.Every client gets institutional-grade investment management, masterminded by our deep in-house research team. From there, we add some of the most meticulous and invigorating financial planning you can find, performed by our own dedicated team of caring specialists. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more.Like what you hear? Follow us here or give us a call. We'll talk.DISCLAIMER: http://aspiriant.com/social-media-disclaimers/

Comprehensive Wealth Management for Individuals and Families Investment Management Financial Planning Estate Planning Philanthropy Tax Planning Expense Management Family Office Services Risk Management Managing Concentrated Stock Wealth Wealth Management Family Office Charitable Giving Concentrated Stock Wealth Compensation Structuring Legacy Planning Succession Planning Wealth Transition Retirement Planning Insurance Review Foundation Management Bill & Debt Management Stock Options Startup Equity Bill & Debt Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Details about Aspiriant
Frequently Asked Questions about Angie Cpa
Angie Cpa currently works for Aspiriant.
Angie Cpa's role at Aspiriant is director wealth management, exclusive family office.
Angie Cpa's email address is ***@aspiriant.com. To view Angie Cpa's full email address, please signup to ConnectPlex.
Angie Cpa works in the Investment Management industry.
Angie Cpa's colleagues at Aspiriant are Michael Glowacki, Brad CPA, Young Kim, Elma Kim, Eva Meyer, Luis Orozco, Jill Schroer and others.
Angie Cpa's phone number is ["+17073222259"]
See more information about Angie Cpa