Robert M. Wagman

Bob is currently Aspirant's Chief Strategy Officer, responsible for the firm's new market and client service initiatives. While much of his daily time is focused on advisory services to long-standing clients, Bob also serves on Aspirant's Managing Committee, Investment Committee, Business Development Committee, and is responsible for aspects of the firm's Family Offices Services practice. In January of 2009, Bob celebrated his 30th anniversary in the personal financial and investment planning profession.

Over the course of his long career, Bob has focused exclusively on providing comprehensive wealth management services to affluent executives and business owners. While his areas of expertise range broadly to include income and estate taxation and investment matters, his long experience in integrating these disciplines around his clients' unique circumstances and objectives and facilitating effective decision-making, has made his advice invaluable to many of California's wealthiest families.

Bob started his career in 1979 as a tax advisor with Touche Ross and Co. (now Deloitte) while completing a joint JD/MBA (Tax) program. Pursuing a desire to broaden his skill set to include estate, trust, and investment matters, he left Touche to join the personal financial advisory arm of Bank America, serving as a Vice President in charge of the Bank's Los Angeles practice. In 1985, Bob was recruited to help establish the Personal Financial Services group at Price Waterhouse (later PricewaterhouseCoopers), where he was part of the leadership team that created its Asset Management practice and made PwC the first of the big accounting firms to register with the SEC as an investment advisor. During Bob's fourteen years with PwC, including eleven as a partner, he held a number of leadership positions in its high net worth advisory practice, and also served as National Director of its Asset Management practice. In 1999, Bob left PwC to open the Los Angeles office of myCFO, where he initially served as Managing Director of that office, and later was responsible for the build-out of its overall Family Office Services platform. In 2002, Bob and other senior advisors in myCFO's LA team became founding principals of Quintile Wealth Management, the immediate predecessor firm to Aspirant.