Aspiriant Names Six New Partners Across Los Angeles and Silicon Valley Offices

LOS ANGELES, May 21, 2025 /PRNewswire/ -- Aspiriant, a leading independent wealth management firm, announced that six new partners have been added to the firm's ownership group. Aspiriant remains committed to a 100% independent and employee-owned business model, which aligns the interests of employees and clients and empowers advisors to make transparent and objective decisions. Of approximately 230 Aspiriant team members, one-third are partners.

Located across California, the new members of Aspiriant's partner group bring impressive credentials, diverse expertise and extraordinary client service skills to help drive Aspiriant's mission of providing high-net-worth and ultra-high-net-worth families with clarity and peace of mind across a broad range of wealth management capabilities.

The six new partners include:

Chris Kazmer, CPA, CFP^® - Director in Wealth Management (Los Angeles)
Mike King, JD - Director in Wealth Management (Los Angeles)
Mike Lavalle, JD - General Counsel (Los Angeles) 
Rachel Lee, JD - Director in Strategic Planning (Los Angeles)
Daniel Moas, CFP^® - Senior Manager in Wealth Management (Los Angeles)
Lina Sanchez, ChSNC^®, CDFA^® - Senior Manager in Wealth Management (Silicon Valley)

"We are excited to welcome this year's new partner class," said Rob Francais, CEO and partner of Aspiriant. "Our new partners have showcased their commitment to serving clients and reflect the core values on which Aspiriant is built upon. They play a key role in helping us challenge the status quo in the wealth management industry through highlighting the benefits of employee-ownership for our clients."

About Aspiriant

Aspiriant is a leading independent wealth management firm with more than $15 billion of assets under management and advisement. The firm provides a full range of wealth management services for over 2,200 individuals and families throughout the country with offices in Los Angeles, San Francisco, Silicon Valley, San Diego, Orange County, New York, Minneapolis, Milwaukee, Cincinnati and Austin. For more information, visit aspiriant.com.

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SOURCE Aspiriant LLC