PROFESSIONAL PROFILE

Individuals & Families
Aaron specializes in working with high-net worth pre-retirees to structure income streams for them when they decide to retire or slow down. He does this by consolidating retirement accounts, protecting their liabilities and puttng a retirement plan in place that fits their lifestyle goals now and in the future. Aaron's clients have found not only a Financial Advisor, but a trusted advocate that listens and communicates with them often.

Business Clients
In addition to working with individuals and families, Aaron also specializes in working with businesses to implement retirement plans tailored for their business. Just like no two businesses are the same, not every retirement plan is right for every business. Having a full understanding of where a business is today and where it will be in the future is the first step Aaron takes with his business clients to craft a retirement plan that can grow along with them. Participant education, communicating with the plan sponsors on the status of the plan and anticipating changes before they need to be made are all part of a first-class service model Aaron provides his retirement plan clients.

Aaron has completed advanced financial and retirment plan training and is a Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialists (CRPS®). He is a graduate of San Diego State University with a Bachelor’s of Science in Political Science. When not working with clients Aaron enjoys spending time with his wife and daughter.