Aaron B•••

About

On the record

Aaron has been passionate about helping clients simplify their financial life since 1994. He prides himself in finding creative ways to help clients pursue their financial goals, by implementing customized financial strategies tailored to each clients' needs. Aaron also works closely with his clients' families across generations, as well as their attorneys and CPAs to keep all relevant individuals as involved as necessary. Aaron has been in Arizona since 1989, and graduated from Arizona State University in 1993 with a Bachelor's Degree in Finance. He subsequently graduated with an MBA from University of Phoenix. Aaron is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the designation of CRPC™- Chartered Retirement Planning Counselor™, Aaron is a strong believer in giving back to the community where he lives. He recently served three years as a member of the Board of Directors for Lura Turner Homes, an Arizona charity providing homes and a dignified life for adults with developmental disabilities, and is a Foundation Giving Member of the Delta Sigma Pi Leadership Foundation. Aaron also is an active distance runner and member of Arizona Road Racers, and a Gold Life Member of Arizona State University Alumni Association.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.