Mountain View, CA Office

Cliff Loh is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has worked at Aspiriant, LLC since 2017, following two years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment strategies and offers extended family office capabilities, including accounting, banking, and targeted consulting services.

Natalie Morrella is a CFP® professional with 10 years of experience in financial advising. She has worked at Aspiriant since 2017 and previously spent 13 years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement clients, offering investment management alongside wealth planning, family office, and specialty services. The firm provides customized investment programs using a range of implementation options and includes accounting, tax, and estate planning, as well as targeted consulting services.

Regina Wohl is a CFP® with four years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. She previously worked at Stanford Investment Group before joining Aspiriant. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and features expanded family office capabilities and public mutual funds focused on private assets.

Darryl Rae is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2017, and previously spent 15 years at Stanford Investment Group, Inc. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, offering investment management along with comprehensive wealth planning and family office services. The firm employs a customized investment approach using internal Capital Market Expectations and multiple implementation options, and it provides extended family office capabilities including accounting, banking support, and specialized consulting.

Talia Pierluissi is a financial advisor at Aspiriant, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Stanford Investment Group, Inc. for 11 years before joining Aspiriant in 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including accounting and banking support, tax and estate planning, and specialized consulting, using a mix of investment options guided by internal research and AI-assisted client communications.

Timothy Harvey is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. His prior experience includes roles at The Mather Group, Bordeaux Wealth Advisors, HC Financial Advisors, and Brownson, Rehmus & Foxworth. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and comprehensive wealth planning, including accounting, tax and estate planning, family office services, and specialized consulting.

Alan Wong is a CFA® charterholder based in Mountain View, CA, currently with Aspiriant, LLC. He joined Aspiriant in 2026 and has prior experience at Chevron Corporation and its affiliates from 2013 to 2025. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by offering discretionary and non-discretionary investment management along with wealth planning and family office services. The firm builds customized investment programs using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Helen Dietz is a CFP® with 29 years of industry experience, currently serving at Aspiriant, LLC in Mountain View, CA. She worked at Stanford Investment Group, Inc. for 30 years before joining Aspiriant, where she has been since 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of services including discretionary and non-discretionary investment management, wealth planning, family office services, and specialized consulting, utilizing a customized investment approach supported by internal research and a variety of investment options.

Nayan Lapsiwala is a CFP® with 10 years of industry experience and is currently an advisor at Aspiriant, LLC. He has worked at Aspiriant since 2017 and previously spent 10 years with Stanford Investment Group, Inc. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm emphasizes customized investment programs with diverse implementation options and expanded family office capabilities including accounting, banking, and specialized financial consulting.