Legacy and Wealth Planning
Senior Wealth Planner
Ari is a senior wealth planner in Abbot Downing’s San Francisco office. She is responsible for providing wealth transfer and tax planning solutions for clients of Abbot Downing. Ari helps clients understand and meet their wealth transfer goals through Abbot Downing Clarity, cash flow summaries, and estate distribution analysis. Prior to Abbot Downing, Ari was an attorney with Coblentz Patch Duffy and Bass LLP in San Francisco where she focused her practice on estate planning and administration for high-net-worth individuals.
Ari graduated cum laude with a Juris Doctor degree from the University of California, Hastings College of Law and earned her bachelor’s degree from the University of California, San Diego. She is a member of the California State Bar Association and its Taxation and Trusts and Estates sections.
Ari and her husband, Andrew, live in Pleasanton, California with their daughter, Austen, dog, Nala, and cat, Simba.