Aaron concentrates his business around asset management, investment selection, optimizing portfolio structure, tax minimization strategies, and real estate advice.
Aaron holds three sets of licenses: securities, insurance, and real estate, which, when combined with his decades of experience as an investor and trading floor market maker, give him a unique set of skills to help clients compare and contrast
investment choices that cross investment class boundaries. Frequently, there are multiple ways to achieve a particular financial goal. Aaron believes that many advisors tend to ignore one or more of these investment classes when advising clients because of the lack of proper licensing and experience.
To learn more about the professional history of our financial advisor(s),
please visit brokercheck.finra.org.
Follow Us
Contact
P: 707 346 7601
F: 707 260 6131
Napa Valley
Novato, CA
1500 Grant Ave,
Suite #314
Novato, CA 94945
Denver, CO
18425 Pony Express Drive
Unit 103
Parker, CO 80134
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
© Copyright – New Aspect Financial Services