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Stephen Kawasaki, Cfa, Cfp®, Caia Email & Phone Number

Manager - Investment Strategy and Research, Partner at Aspiriant
Location: Irvine, California, United States 8 work roles 2 schools
1 work email found @aspiriant.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@aspiriant.com
LinkedIn Profile matched
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Current company
Aspiriant
Role
Manager - Investment Strategy and Research, Partner
Location
Irvine, California, United States
Company size
233 employees

Who is Stephen Kawasaki, Cfa, Cfp®, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Stephen Kawasaki, Cfa, Cfp®, Caia is listed as Manager - Investment Strategy and Research, Partner at Aspiriant, a company with 233 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at aspiriant.com and a matched LinkedIn profile for Stephen Kawasaki, Cfa, Cfp®, Caia.

Stephen Kawasaki, Cfa, Cfp®, Caia previously worked as Manager - Investment Strategy & Research, Partner at Aspiriant and Board Member at Transform Capital. Stephen Kawasaki, Cfa, Cfp®, Caia holds Bachelors Of Science In Ace: Financial Planning from University Of Illinois Urbana-Champaign.

Company email context

Email format at Aspiriant

This section adds company-level context without repeating Stephen Kawasaki, Cfa, Cfp®, Caia's masked contact details.

*@aspiriant.com
71% confidence

AeroLeads found 1 current-domain work email signal for Stephen Kawasaki, Cfa, Cfp®, Caia. Compare company email patterns before reaching out.

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Profile bio

About Stephen Kawasaki, Cfa, Cfp®, Caia

Stephen Kawasaki, Cfa, Cfp®, Caia is a Manager - Investment Strategy and Research, Partner at Aspiriant.

Current workplace

Stephen Kawasaki, Cfa, Cfp®, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Aspiriant
Aspiriant
Manager - Investment Strategy and Research, Partner
Irvine, CA, US
Website
aspiriant.com
Employees
233
AeroLeads page
Company profile
View company profile Email format
8 roles

Stephen Kawasaki, Cfa, Cfp®, Caia work experience

A career timeline built from the work history available for this profile.

Manager - Investment Strategy And Research, Partner

Aspiriant

Irvine, CA, US

Manager - Investment Strategy & Research, Partner

Current
Aspiriant

Los Angeles, CA, US

Oct 2016 - Present

Advisor

Balasa Dinverno Foltz Llc

Investment Committee, Wealth Management Committee

May 2012 - Sep 2016

Undergraduate Teaching Assistant: Intro To Financial Planning

University Of Illinois At Urbana-Champaign

Champaign, IL, US

Spent two semesters assisting students comprehend principles of personal financial planning such as investment planning, retirement planning, budgeting and employee benefit planning.

Aug 2011 - Dec 2011
Team & coworkers

Colleagues at Aspiriant

Other employees you can reach at aspiriant.com. View company contacts for 233 employees →

JZ Jane Zaloudek Jane Zaloudek Colleague at AspiriantBerkeley, California, United States, United States View → LF Linda Fitz Linda Fitz Colleague at AspiriantSan Francisco, California, United States, United States View → MW Mitchell W. Mayer, Cpa Mitchell W. Mayer, Cpa Colleague at AspiriantRaleigh, North Carolina, United States, United States View → AM Alec Manoukian Alec Manoukian Colleague at AspiriantLos Angeles Metropolitan Area, United States, United States View → RH Rachel H. Rachel H. Colleague at AspiriantLos Angeles Metropolitan Area, United States View → GL Gabrille Lau Gabrille Lau Colleague at AspiriantDaly City, California, United States, United States View → JO Jordan Overby, Cfp® Jordan Overby, Cfp® Colleague at AspiriantSan Francisco, California, United States, United States View → VA Victoria Abaev, Cfp® Victoria Abaev, Cfp® Colleague at AspiriantNew York, New York, United States, United States View → PP Phillip P. Phillip P. Colleague at AspiriantSan Francisco, California, United States, United States View → AA Arek A. Arek A. Colleague at AspiriantSan Francisco Bay Area, United States, United States View →
2 education records

Stephen Kawasaki, Cfa, Cfp®, Caia education

Bachelors Of Science In Ace: Financial Planning

University Of Illinois Urbana-Champaign

Education record

Christian Heritage Academy
FAQ

Frequently asked questions about Stephen Kawasaki, Cfa, Cfp®, Caia

Quick answers generated from the profile data available on this page.

What company does Stephen Kawasaki, Cfa, Cfp®, Caia work for?

Stephen Kawasaki, Cfa, Cfp®, Caia works for Aspiriant.

What is Stephen Kawasaki, Cfa, Cfp®, Caia's role at Aspiriant?

Stephen Kawasaki, Cfa, Cfp®, Caia is listed as Manager - Investment Strategy and Research, Partner at Aspiriant.

What is Stephen Kawasaki, Cfa, Cfp®, Caia's email address?

AeroLeads has found 1 work email signal at @aspiriant.com for Stephen Kawasaki, Cfa, Cfp®, Caia at Aspiriant.

Where is Stephen Kawasaki, Cfa, Cfp®, Caia based?

Stephen Kawasaki, Cfa, Cfp®, Caia is based in Irvine, California, United States while working with Aspiriant.

What companies has Stephen Kawasaki, Cfa, Cfp®, Caia worked for?

Stephen Kawasaki, Cfa, Cfp®, Caia has worked for Aspiriant, Transform Capital, Balasa Dinverno Foltz Llc, University Of Illinois At Urbana-Champaign, and Private Wealth Management Company.

Who are Stephen Kawasaki, Cfa, Cfp®, Caia's colleagues at Aspiriant?

Stephen Kawasaki, Cfa, Cfp®, Caia's colleagues at Aspiriant include Jane Zaloudek, Linda Fitz, Mitchell W. Mayer, Cpa, Alec Manoukian, and Rachel H..

How can I contact Stephen Kawasaki, Cfa, Cfp®, Caia?

You can use AeroLeads to view verified contact signals for Stephen Kawasaki, Cfa, Cfp®, Caia at Aspiriant, including work email, phone, and LinkedIn data when available.

What schools did Stephen Kawasaki, Cfa, Cfp®, Caia attend?

Stephen Kawasaki, Cfa, Cfp®, Caia holds Bachelors Of Science In Ace: Financial Planning from University Of Illinois Urbana-Champaign.

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