Cfp® Helen A. Dietz

Helen A. Dietz, CFP® is the Managing Director West Coast at Aspiriant, a wealth management firm.13 She has over 25 years of experience advising individuals with concentrated stock positions, providing financial planning advice, guidance, and investment management to entrepreneurs, executives, and business start-ups.1

Helen joined Aspiriant through a merger with Stanford Investment Group, where she served as President and CEO since 2004.1 She has been recognized for her achievements in the financial industry, including:

• Named to the 2022 Forbes Top Women Wealth Advisors list2
• Named to the 2022 Forbes Best in State list2
• Named to the 2024 Forbes Top Women Wealth Advisors Best-In-State list2
• Named Women in Wall Street's 2014 Entrepreneur of the Year1

Helen holds a Bachelor of Arts in Business and English, with a discipline in Economics, from Rutgers University.1 She earned her Certified Financial Planner™ (CFP®) designation in 2016.1 Helen is active in several community organizations that educate and empower young people, including the Notre Dame High School Board of Directors and the Daraja Academy, a non-profit high school for girls in Kenya.1