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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Carol Wildey is a financial advisor who works for Aspiriant, LLC, a firm that provides a variety of financial services, including financial planning, pension consulting, and portfolio management. Wendy has been in the financial industry since 1993 and has experience working with both individual and institutional clients. She is registered as an Investment Advisor Representative in California. Aspiriant, LLC manages over $14 billion in assets for its clients. The firm primarily works with individuals, high-net-worth individuals, investment companies, and charitable organizations. Wendy is committed to helping clients achieve their financial goals and has a proven track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/15/2024 - Present
Aspiriant, LLC (LOS ANGELES CA)
CA
05/05/2006 - 03/10/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN DIEGO CA)
CA
12/24/1998 - 05/11/2006
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
02/12/1993 - 12/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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