Sandi Bragar's Location
San Francisco, CA, US
Sandi Bragar's Work
- Chief Client Officer @ Aspiriant
- Podcast Host @ Aspiriant
- Director - Wealth Management, Partner @ Aspiriant
- Managing Director - Planning Strategy and Research, Partner @ Aspiriant
- Director of Planning, Partner @ Aspiriant
- Board Treasurer @ Jewish Community Relations Council
- Member of the Board of Directors @ Jewish Community Relations Council
- Member @ Forbes Finance Council
- Member of the Board of Directors @ Congregation Emanu-El of San Francisco
- Wealth Manager @ Kochis Fitz
Sandi Bragar's Education
- UCSB
BA (Business Economics)
1989 - 1993
Sandi Bragar's 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's Summary
Sandi Bragar, based in San Francisco, CA, US, is currently a Chief Client Officer at Aspiriant, bringing experience from previous roles at Aspiriant. Sandi Bragar holds a 1989 - 1993 BA in Business Economics @ UCSB. With a robust skill set that includes Wealth Management, Investment Strategies, Charitable Giving, Financial Planning, Stock Option and more, Sandi Bragar contributes valuable insights to the industry. Sandi Bragar has 2 emails and 1 mobile phone number on RocketReach.
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