Aldrich Wealth LP
- Client Service
- High Net Worth Individuals and Families
- Business Owners
Sydney joined Aldrich Wealth in 2018. Prior to joining the firm, Sydney spent two years in the Accounting and Reporting Transformation department at a Big Four firm, where she delivered finance and accounting process improvement solutions to clients in the healthcare and technology spaces. Sydney has experience working closely with C-suite executives, accounting controllers, and various major stakeholders in Fortune 500 companies.
Sydney’s interest in finance and passion for helping people led to her transition into wealth management, where she works closely with high net worth individuals and business owners to support their investments and financial planning needs. She is passionate about building trust with her clients and providing excellent client service in every regard.
Sydney earned her B.S. in business administration from the Haas School of Business at UC Berkeley.