New Aspect Financial Services, LLC
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    • Karin Alvarado, CFS, CPFA
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Aaron Cooperband, MBA

Aaron Cooperband, MBAAaron 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.

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  • Aaron Cooperband, MBA
  • Aaron M. Kennedy, CFF, CFS, CPFA
  • Cameron Kemplin
  • Carmelia Carolien
  • Chad Clarke, CPFA, BPC, FPQP
  • Contact Us
  • Dan Renshaw
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  • Geoffrey C Aden, Registered Principal
  • Karin Alvarado, CFS, CPFA
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  • Matthew Abramo
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  • Shawn Campas, CFP®

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Archive

  • November 2020
  • June 2020
  • October 2018
  • August 2018
  • July 2018
  • June 2018
  • June 2017
  • May 2017
  • April 2017
  • January 2017
  • October 2016
  • September 2016
  • August 2016
  • June 2016
  • May 2016
  • April 2016
  • January 2016
  • November 2015
  • October 2015

To learn more about the professional history of our financial advisor(s),
please visit brokercheck.finra.org

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Contact

P: 707 346 7601

F: 707 260 6131

Napa Valley

HEADQUARTERS

1475 Fourth Street
Napa, CA 94559

DIRECTIONS

Novato, CA

1500 Grant Ave,
Suite #314
Novato, CA 94945

DIRECTIONS

Denver, CO

18425 Pony Express Drive
Unit 103
Parker, CO 80134

DIRECTIONS

New Aspect Financial Services, LLC. is licensed to sell insurance in AZ, CA, IL, MA, MI and MN, and is registered to offer securities in AZ, CA, FL, GA, IL, MA, MD, MI, MN, NY, OH and TX. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. New Aspect Financial Services, LLC. and Woodbury Financial Services, Inc. are not affiliated entities.

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