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Lani joined Aspiriant in September of 2007 as a Specialist in the Investment Operations department. In February 2010, she joined the wealth planning department as an Associate. Prior to joining the firm, she worked as a Portfolio Assistant at Ashfield Capital Partners for four years.
Lani graduated from Santa Clara University in 2002 with a Bachelor of Science in Commerce degree in Finance. She is currently enrolled in the UC Berkeley Personal Financial Planning Program.
| Our Team |
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Tim Kochis, Song Park, Sherri Dorton, Young Kim, Lisa Cuseo |
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