To empower our clients to make smart and informed investment and financial decisions through professional relationships built on uncompromising trust, integrity, and a focus on personalized service. To be an advocate and resource for financial literacy and education in our community.
What I Do for My Clients
Aaron is skilled at helping clients navigate the complexities of the financial world as they relate to the important decisions that individuals and families make towards achieving their financial goals. With a background in K-12 public education as a teacher and administrator, Aaron is experienced with resolving child-parent and sibling conflicts similar to those that can make intergenerational family financial strategies difficult to formulate without bruised egos.
Your goals, our mission to serve:
Aaron was born and raised in Hermosa Beach, CA. In his free time Aaron enjoys all things sports, outdoors, and adventure. Most weekends you can find Aaron and his wife traveling around the bay area, and spending time with family and friends. Aaron plays Flamenco guitar, loves to discuss history, psychology, and current events. His next health milestone is running the San Francisco half marathon. Aaron lives in Burlingame with his wife Romina.
FINRA CRD #6652052
California Insurance License #0L07571
T#1798599 DOFU 06-2017