Wealth Building with Sandi Bragar and Cammie Doder, host Catherine Gray Ep. 418

Invest In Her with Catherine Gray

In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values.

Sandi Bragar, Aspiriant’s Chief Client Officer, leads the firm's Planning, Strategy & Research team, which offers an advanced wealth planning platform for personalized client support. With a background in tax consulting at Ernst & Young and numerous industry accolades, Sandi brings decades of expertise to Aspiriant, where she has been a partner since 2002. She is a Certified Financial Planner™ and has been recognized as one of Forbes America's Top Women Advisors. A dedicated mentor in the Financial Planning Association and a respected media contributor, Sandi is committed to helping families navigate complex financial landscapes with clarity and confidence.

In this episode, Catherine, Cammie, and Sandi discuss the journey of building meaningful client relationships in wealth management, the importance of trust and transparency, and how Aspiriant supports individuals in achieving financial security. They also share insights on the evolving roles of women in finance and the power of mentorship. Join them for an inspiring conversation on creating impact and fostering a client-centered approach in financial planning.

https://aspiriant.com/

www.sheangelinvestors.com

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