For more than 20 years, it has been Aaron’s privilege to help a select group of families, corporations, trusts, and charitable organizations as they endeavor to build, manage, mitigate risk to, and transition their wealth. He follows a disciplined process that prioritizes understanding his clients’ financial situation and personal beliefs before he begins the investment selection process. He believes that open and candid conversations create the foundation of a trusting relationship and are essential when designing and implementing an investment plan.
Aaron was named to
Forbes’ Top Next-Gen Wealth Advisors Best-in-State for 2019. Prior to entering the wealth management industry, he earned a degree in Mathematics/Economics from the University of California-Los Angeles (UCLA). He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Aaron grew up in Sacramento, California, where he was formerly an accomplished soccer and tennis player, competing in several state and regional championships and winning a state soccer title along the way. Outside the office, he still tries to find time to play tennis, soccer, or a round of golf. He also enjoys hiking, traveling, and spending time with his wife, Juliana, and his two sons, Lucas and Jacob.
Forbes’ Best-in-State Next-Gen Wealth Advisors rankings are based on the 12-month period ending March 31 of the year of publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
