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.
