Sandi Bragar Email & Phone Number
Chief Client Officer @ Aspiriant
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Sandi Bragar Location
- San Francisco, CA, US
Sandi Bragar Work
- Chief Client Officer @ (January 2022 - Present)
- Podcast Host @ (October 2020 - Present)
- Director - Wealth Management, Partner @ (January 2008 - Present)
- Managing Director - Planning Strategy and Research, Partner @ (January 2018 - December 2021)
- Director of Planning, Partner @ (January 2012 - December 2014)
- Board Treasurer @ (July 2021 - June 2025)
- Member of the Board of Directors @ (July 2019 - June 2021)
- Member @ (August 2019 - August 2024)
- Member of the Board of Directors @ (November 2014 - June 2021)
- Wealth Manager @ Kochis Fitz (May 1999 - December 2007)
- Senior Tax Accountant @ (October 1993 - April 1999)
Sandi Bragar Education
- UC Santa Barbara
BA (Business Economics)
1989-1993
Sandi Bragar Skills
- Wealth Management
- Investment Strategies
- Charitable Giving
- Financial Planning
- stock option
- Concentrated Stock Management
- Investment Management
- Estate Planning
- Concentrated Wealth
- Stock Option Planning
Sandi Bragar Summary
- Sandi Bragar, based in San Francisco, CA, US, is currently a Chief Client Officer at Aspiriant. Sandi Bragar brings experience from previous roles at Aspiriant. Sandi Bragar holds a 1989 - 1993 BA in Business Economics @ UC Santa Barbara. With a robust skill set that includes Wealth Management, Investment Strategies, Charitable Giving, Financial Planning, stock option and more. Sandi Bragar has 2 emails and 3 mobile phone numbers on RocketReach.
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