Sandi is the Chief Client Officer at Aspiriant and leads the firm’s Planning, Strategy & Research team. The group is responsible for Aspiriant’s state-of the-art wealth planning platform that fosters intimate client relationships and helps families navigate the complex facets of their financial lives. Sandi also co-hosts Aspiriant’s Money Tales podcast. Sandi joined Aspiriant in 1999 and became a partner of the firm in 2002.
Sandi is a member of the Financial Planning Association and serves as a mentor in the Financial Planning Association’s Residency Program. She is also an active member of the Purposeful Planning Institute and chairs the Vision Expedition that is planning the organization’s annual Rendezvous conference. Sandi has been frequently quoted in the media, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, The Wall Street Journal, and the San Francisco Chronicle. Among other accolades, Sandi has been named one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2021 and 2022.
Sandi holds a B.A. degree in Business Economics from the University of California-Santa Barbara. She earned her Certified Public Accountant credential in 1996 and her Certified Financial Planner™ credential in 1999. Sandi is Treasurer of the Jewish Community Relations Council of San Francisco. She also serves on the Investment Committee of Kiddo!, the Mill Valley Schools Community Foundation.