Stephen Kawasaki

Stephen Kawasaki, CFA, CFP®, CAIA, currently holds the position of Manager - Investment Strategy & Research, Partner at Aspiriant since October 2016. Stephen also serves as a Board Member at Transform Capital since January 2021. With previous experience as an Advisor at Balasa Dinverno Foltz LLC, Stephen has a strong background in investment and wealth management. Additionally, Stephen has teaching experience as an Undergraduate Teaching Assistant at the University of Illinois at Urbana-Champaign. Their educational background includes a Bachelors of Science in ACE: Financial Planning from the University of Illinois Urbana-Champaign.