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Stephen Kawasaki, CFA, CFP®, CAIA
Manager - Investment Strategy & Research, Partner at Aspiriant
Stephen Kawasaki is an experienced professional with a background in financial planning and investment strategy.
He holds a Bachelors of Science in ACE: Financial Planning from the University of Illinois Urbana-Champaign and studied at Christian Heritage Academy.
Stephen has held various roles in esteemed organizations including being a former Board Member at Transform Capital, Manager of Investment Strategy & Research, Partner at Aspiriant, and Advisor at Balasa Dinverno Foltz LLC.
His experience also includes serving as an Undergraduate Teaching Assistant for Intro to Financial Planning at the University of Illinois at Urbana-Champaign.
Additionally, Stephen has interned at reputable financial institutions such as Private Wealth Management Company, Busey Wealth Management, and Ronald Blue & Co.
