Retired
Current
Jan 2024 - Present
AeroLeads people directory · profile
Thomas Tracy Cfa , Cfp®, Mba Email & Phone Number
Retired
at
Aspiriant
2 work emails found
@aspiriant.com
2 phones found area 310 and 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Retired
Location
San Francisco, California, United States
Company size
Who is Thomas Tracy Cfa , Cfp®, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Thomas Tracy Cfa , Cfp®, Mba is listed as Retired at Aspiriant, a company with 181 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 310, 415, and a matched LinkedIn profile for Thomas Tracy Cfa , Cfp®, Mba.
Thomas Tracy Cfa , Cfp®, Mba previously worked as Managing Director, Planning Strategy & Research at Aspiriant and Chief Client Officer at Aspiriant. Thomas Tracy Cfa , Cfp®, Mba holds Mba, Finance from San Francisco State University, College Of Business.
Company email context
Email format at Aspiriant
This section adds company-level context without repeating Thomas Tracy Cfa , Cfp®, Mba's masked contact details.
*@aspiriant.com
74% confidence
AeroLeads found 2 current-domain work email signals for Thomas Tracy Cfa , Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About Thomas Tracy Cfa , Cfp®, Mba
As Chief Client Officer at Aspiriant, I'm focused intensely on the client experience and achieving high levels of satisfaction. I love my job because of its breadth and capacity to empower our talented advisors to leverage our wealth planning platform to provide comprehensive, unique and holistic planning solutions for clients. I’m an enthusiastic student of behavioral finance and work to embed those concepts into our planning work to offer personalized insights to clients that help them understand the purpose of their wealth and navigate their emotional relationship with money. I first became fascinated with economics and finance in college at Chico State and San Francisco State and I’ve sustained that passion and interest for decades. Outside of work, I’m blessed to be a husband and father to two amazing young adults who inspire me to give back and help others in our community through activities, such as pro bone financial planning days.
Listed skills include Wealth Management, Investment Management, Alternative Investments, Asset Allocation, and 5 others.
Current workplace
Thomas Tracy Cfa , Cfp®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Aspiriant
7 roles
Thomas Tracy Cfa , Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Managing Director, Planning Strategy & Research
Jun 2022 - Jan 2024
Chief Client Officer
Aug 2012 - Jun 2022
Chief Operating Officer, Principal
Jan 2008 - Jul 2012
Director, Principal
May 1992 - Dec 2007
May 1992 - Dec 2007
Senior Tax Accountant - Executive Financial Consulting Group
Developed comprehensive financial and investment strategies for ultra high net worth clients.
Jul 1988 - May 1992
Team & coworkers
Colleagues at Aspiriant
Other employees you can reach at aspiriant.com. View company contacts for 181 employees →
MB
Mindy B. Hadelman Tankel, Cfp®
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
CK
Christina Kettler
Colleague at Aspiriant
Vancouver, British Columbia, Canada, Canada
View →
TA
Teodrik Atakhanian
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
View →
MS
Matthew Sharp, Cfp®
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
SB
Sandi Bragar
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
MS
Melanie Sipe
Colleague at Aspiriant
Independence, Kentucky, United States, United States
View →
RC
Ricardo Cabral Filho
Colleague at Aspiriant
San Diego, California, United States, United States
View →
AM
Alec Manoukian
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
View →
DR
Dena Read
Colleague at Aspiriant
San Diego, California, United States, United States
View →
RL
Rachel Lee
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
Mindy B. Hadelman Tankel, Cfp®
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
CK
Christina Kettler
Colleague at Aspiriant
Vancouver, British Columbia, Canada, Canada
View →
TA
Teodrik Atakhanian
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
View →
MS
Matthew Sharp, Cfp®
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
SB
Sandi Bragar
Colleague at Aspiriant
San Francisco, California, United States, United States
View →
MS
Melanie Sipe
Colleague at Aspiriant
Independence, Kentucky, United States, United States
View →
RC
Ricardo Cabral Filho
Colleague at Aspiriant
San Diego, California, United States, United States
View →
AM
Alec Manoukian
Colleague at Aspiriant
Los Angeles Metropolitan Area, United States, United States
View →
DR
Dena Read
Colleague at Aspiriant
San Diego, California, United States, United States
View →
RL
Rachel Lee
Colleague at Aspiriant
Los Angeles, California, United States, United States
View →
2 education records
Thomas Tracy Cfa , Cfp®, Mba education
Mba, Finance
Bachelor Of Arts (B.A.), Economics
Chico State University
FAQ
Frequently asked questions about Thomas Tracy Cfa , Cfp®, Mba
Quick answers generated from the profile data available on this page.
What company does Thomas Tracy Cfa , Cfp®, Mba work for?
Thomas Tracy Cfa , Cfp®, Mba works for Aspiriant.
What is Thomas Tracy Cfa , Cfp®, Mba's role at Aspiriant?
Thomas Tracy Cfa , Cfp®, Mba is listed as Retired at Aspiriant.
What is Thomas Tracy Cfa , Cfp®, Mba's email address?
AeroLeads has found 2 work email signals at @aspiriant.com for Thomas Tracy Cfa , Cfp®, Mba at Aspiriant.
What is Thomas Tracy Cfa , Cfp®, Mba's phone number?
AeroLeads has found 2 phone signal(s) with area code 310, 415 for Thomas Tracy Cfa , Cfp®, Mba at Aspiriant.
Where is Thomas Tracy Cfa , Cfp®, Mba based?
Thomas Tracy Cfa , Cfp®, Mba is based in San Francisco, California, United States while working with Aspiriant.
What companies has Thomas Tracy Cfa , Cfp®, Mba worked for?
Thomas Tracy Cfa , Cfp®, Mba has worked for Aspiriant, Kochis Fitz, and Deloitte.
Who are Thomas Tracy Cfa , Cfp®, Mba's colleagues at Aspiriant?
Thomas Tracy Cfa , Cfp®, Mba's colleagues at Aspiriant include Mindy B. Hadelman Tankel, Cfp®, Christina Kettler, Teodrik Atakhanian, Matthew Sharp, Cfp®, and Sandi Bragar.
How can I contact Thomas Tracy Cfa , Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Thomas Tracy Cfa , Cfp®, Mba at Aspiriant, including work email, phone, and LinkedIn data when available.
What schools did Thomas Tracy Cfa , Cfp®, Mba attend?
Thomas Tracy Cfa , Cfp®, Mba holds Mba, Finance from San Francisco State University, College Of Business.
What skills is Thomas Tracy Cfa , Cfp®, Mba known for?
Thomas Tracy Cfa , Cfp®, Mba is listed with skills including Wealth Management, Investment Management, Alternative Investments, Asset Allocation, High Net Worth Individuals, Portfolio Management, Strategic Financial Planning, and Retirement Planning.
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