Lisa Barnea

CFO and CCO-RIA at Aspiriant - Los Angeles, California, US

Lisa Barnea's Colleagues at Aspiriant
Rob Francais

Chief Executive Officer

Contact Rob Francais

Karen Blodgett

Director of Wealth Management, Principal, Member of Board of Directors

Contact Karen Blodgett

Ryan Nelson

Director - Investment Advisory, Partner

Contact Ryan Nelson

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Lisa Barnea's Contact Details
HQ
(310) 806-4000
Location
Company
Aspiriant
Lisa Barnea's Company Details
Aspiriant logo, Aspiriant contact details

Aspiriant

Los Angeles, California, US • 257 Employees
Investment Bank/Securities Brokerage

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Wealth Management Australia Independent Wealth Management Financial Planning Investment Management Services Tax Management Estate Planning Philanthropy Sustainable Wealth Management
Details about Aspiriant
Frequently Asked Questions about Lisa Barnea
Lisa Barnea currently works for Aspiriant.
Lisa Barnea's role at Aspiriant is CFO and CCO-RIA.
Lisa Barnea's email address is ***@aspiriant.com. To view Lisa Barnea's full email address, please signup to ConnectPlex.
Lisa Barnea works in the Investment Bank/Securities Brokerage industry.
Lisa Barnea's colleagues at Aspiriant are Joya Whitford, Albert Gilbert, Jane Zaloudek, Rob Francais, Ken Anderson, Karen Blodgett, Ryan Nelson and others.
Lisa Barnea's phone number is (310) 806-4000
See more information about Lisa Barnea