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Leigh joined Aspiriant as a Financial Planner in 2005. She was promoted to the position of Manager in the Wealth Management department in January 2008.
Prior to joining Aspiriant, Leigh worked at Merrill Lynch in San Francisco for five years. Initially as an associate financial planning specialist, she assisted the financial advisors in creating and delivering financial plans to their clients. She later joined a wealth management team, specializing in assisting corporate executives, attorneys, and other professionals with all of their financial planning needs.
Leigh earned a BA degree in Political Science from University of California-San Diego and a law degree from Santa Clara University School of Law. She is a member of the State Bar of California and the San Francisco Bar Association, as well as the Financial Planning Association. Leigh earned her Certified Financial Planner credential in 2003.
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Leigh Shimamoto, Mike Angell, Bibi Adams |
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