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Sandi Bragar

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Sandi Bragar

Chief Client Officer | Aspiriant

San Francisco, California, United States

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Sandi Bragar

Summary

Sandi Bragar is an accomplished financial professional with over 20 years of experience in wealth management. As the Chief Client Officer at Aspiriant, she excels in creating best practices that empower clients to navigate their financial lives effectively. Her passion for helping individuals make informed financial decisions is evident in her mentorship roles and public speaking engagements. Sandi has been recognized as one of Forbes America's Top Women Advisors and has contributed to various media outlets, showcasing her expertise in financial planning and investment management. She is also actively involved in community service and holds leadership positions in several organizations. Sandi's journey began with a degree in Business Economics from UCSB, followed by a career that spans roles from Senior Tax Accountant to her current executive position. Her unique blend of technical knowledge and emotional intelligence sets her apart in the financial advisory space.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Sandi Bragar

Work Experience

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Chief Client Officer at

Aspiriant

January 2022 - Present

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Board Treasurer at

JCRC Bay Area

July 2021 - Present

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Podcast Host at

Aspiriant

October 2020 - Present

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Member at

Forbes Finance Council

August 2019 - Present

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Director - Wealth Management, Partner at

Aspiriant

January 2008 - Present

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Managing Director - Planning Strategy & Research, Partner at

Aspiriant

January 2018 - December 2021

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Member of the Board of Directors at

Congregation Emanu-El of San Francisco

November 2014 - June 2021

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Member of the Board of Directors at

JCRC Bay Area

July 2019 - June 2021

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Director of Planning, Partner at

Aspiriant

January 2012 - December 2014

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Wealth Manager at

Kochis Fitz

May 1999 - December 2007

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Senior Tax Accountant at

EY

October 1993 - April 1999

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Member at

Forbes Coaches Council

Present

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Sandi Bragar

Education

UCSB, Ba

January 1989 - January 1993

Frequently Asked Questions about Sandi Bragar

What is Sandi Bragar email address?

Sandi Bragar's primary email address is *******@aspiriant.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Sandi Bragar work for?

Sandi Bragar is a Chief Client Officer at Aspiriant, a company specializing in Security brokers & dealers.

Where Sandi Bragar graduated from?

Sandi Bragar holds a degree in Business Economics from UCSB.

How can I directly contact Sandi Bragar?

To contact Sandi Bragar directly, you can use the email address *******@aspiriant.com. Complete contact information is available upon registration with Muraena.

Who is Sandi Bragar?

Sandi Bragar is an accomplished financial professional with over 20 years of experience in wealth management. As the Chief Client Officer at Aspiriant, she excels in creating best practices that empower clients to navigate their financial lives effectively. Her passion for helping individuals make informed financial decisions is evident in her mentorship roles and public speaking engagements. Sandi has been recognized as one of Forbes America's Top Women Advisors and has contributed to various media outlets, showcasing her expertise in financial planning and investment management. She is also actively involved in community service and holds leadership positions in several organizations. Sandi's journey began with a degree in Business Economics from UCSB, followed by a career that spans roles from Senior Tax Accountant to her current executive position. Her unique blend of technical knowledge and emotional intelligence sets her apart in the financial advisory space.

Sandi`s contact details

mail

*******@aspiriant.com

*****@forbesfinancecouncil.com

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Lynne Born

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Cfp Helen Dietz

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Cammie Doder

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John Allen

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