Teresa Trinh nguyen Greenip
Investment adviser representative at Aspiriant, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Aspiriant, LLCMar 2021 to now
- Aspiriant, LLCMar 2019 to Feb 2021
- UnemployedSep 2018 to Feb 2019
- Mosaic Financial PartnersMay 2018 to Aug 2018
- UnemployedJan 2018 to Apr 2018
- IstarMar 2006 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7285872
- Firm CRD
- 146720