Sandi Bragar Email & Phone Number

I learned about the financial planning profession in college, and after starting my career in accounting, I’ve had the pleasure of working in the wealth management business ever since. For over 20 years, I’ve been fueled by a passion to help people make good, meaningful financial decisions and to see the impact of those choices on their lives. I still can’t believe I get to do what I love every day!As Chief Client Officer at Aspiriant, I’m responsible for creating best practices that help clients navigate the complex facets of their financial lives. I work with our advisors to hone their understanding of both the technical and emotional spectrums of wealth by creating practices that break down challenging topics into a digestible format and provide context and clarity every step of the way. Ultimately, we work to help clients see the big picture, while mastering the details necessary to make strong financial decisions for themselves, their families, and, often, their communities.I was named as one of Forbes America’s Top Women Advisors and Best-In-State Wealth Advisors in 2021, achievements I am proud of. I am a member of the Financial Planning Association (FPA) and am grateful for the opportunity to share my love for this career path with the next generation as a mentor in FPA’s Residency Program. I am also an active member of the Purposeful Planning Institute and am chairing the Vision Expedition that is planning PPI's annual Rendezvous conference, I regularly share my knowledge with the public and our profession, having been quoted by numerous media outlets, including CNBC, Bloomberg TV and Radio, Fox Business News, Yahoo! Finance, the Wall St. Journal, and the San Francisco ChronicleImportant Disclosures: http://ow.ly/vBMiR

Listed skills include Wealth Management, Investment Strategies, Charitable Giving, Financial Planning, and 6 others.

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  Uc Santa Barbara

  Business Economics