Karen Blodgett

Director of Wealth Management, Principal @Aspiriant

San Francisco, CA, US
EMAILS
k••••••••@aspiriant.com
MOBILE NUMBERS
+14•••••••96

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WORK HISTORY

Jan 2003 — Present

Director of Wealth Management, Principal @Aspiriant

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San Francisco, CA, US

EDUCATION

2002 — 2003

University of California, Berkeley

CFP, Financial Planning

N/A

Dartmouth College

BA, Mathematics modified with Computer Science

N/A

The Tuck School of Business at Dartmouth

MBA, Business Administration

SKILLS

High Net Worth IndividualsWealth ManagementStrategic Financial PlanningEstate PlanningInvestment ManagementRetirement PlanningWealth Management ServicesInvestment StrategiesAlternative InvestmentsAsset AllocationInvestment AdvisoryPortfolio Management

ABOUT KAREN BLODGETT

Partner of Aspiriant, the leading independent wealth management firm. Seasoned wealth…

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Karen Blodgett — Email, Phone Number & Contact Info | Unifers