Bob Wagman

Mr. Robert M.
Wagman is a Principal at Aspiriant LLC.
He has been providing comprehensive wealth management services to clients since 1979.
Mr. Wagman 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, he 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.
During his 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, he 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, he and other Senior Advisors in myCFO’s LA team became founding principals of Quintile Wealth Management, the immediate predecessor firm to Aspiriant.
He received his Bachelor of Arts in History from Boston University, a JD degree and an MBA from Golden Gate University.