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Sandi Bragar
Sandi Bragar
Chief Client Officer | Aspiriant
San Francisco, California, United States
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.
Sandi Bragar
Work Experience
Chief Client Officer at
Aspiriant
January 2022 - Present
Board Treasurer at
JCRC Bay Area
July 2021 - Present
Podcast Host at
Aspiriant
October 2020 - Present
Member at
Forbes Finance Council
August 2019 - Present
Director - Wealth Management, Partner at
Aspiriant
January 2008 - Present
Managing Director - Planning Strategy & Research, Partner at
Aspiriant
January 2018 - December 2021
Member of the Board of Directors at
Congregation Emanu-El of San Francisco
November 2014 - June 2021
Member of the Board of Directors at
JCRC Bay Area
July 2019 - June 2021
Director of Planning, Partner at
Aspiriant
January 2012 - December 2014
Wealth Manager at
Kochis Fitz
May 1999 - December 2007
Senior Tax Accountant at
EY
October 1993 - April 1999
Member at
Forbes Coaches Council
Present
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
*******@aspiriant.com
*****@forbesfinancecouncil.com
Colleagues
Managing Director
Managing Director Compliance & Records- Chief Compliance Officer, Partner
Chief People Officer
Chief Executive Officer
Managing Director - Exclusive Family Office, Partner
Managing Director/Director
Chief Practice Officer, Partner
Managing Director West Coast
Chief Marketing Officer
Chief Investment Officer