Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
Aaron graduated from California State University, Northridge with a Business Administration degree in Finance, and a minor in Economics in 2001. He enjoys playing and coaching soccer, and occasionally can be found on the golf course as well. As an active member of the Kiwanis Club of Thousand Oaks, he is able to help youth, the elderly, and the disadvantaged in his community. Aaron currently lives in Thousand Oaks with his wife Jessica, and with their first child on the way.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies