Song joined Aspiriant in 2002 as a director in Wealth Management. She has over 16 years of experience serving high net worth individuals and families. In addition to her client service responsibilities, Song is also a member of the Business Development Committee, Client Service Committee, Financial Planning Sub-Committee, as well as the Fixed Income Sub-Committee for Aspiriant. Song also serves as a leader of one the Wealth Management teams at Aspiriant.
Prior to joining the firm, Song was a Client Service Principle at myCFO in the Los Angeles office focusing on individual income, estate and gift taxation and investments. Song began her career in the Family Wealth Planning and Private Client Service group at Arthur Andersen in the Los Angeles office.
Song earned a Bachelors degree in Business Economics with an emphasis in Accounting from the University of California Santa Barbara.
