Aaron provides comprehensive investment and planning advice to individual and institutional clients. He also serves on the company’s Board of Managers.. While Aaron works with a wide array of clients, he has expertise in working with multigenerational families, business executives, and entrepreneurs. Prior to joining the firm, Aaron worked for. PricewaterhouseCoopers LLP as a manager in the Private Client Services group.. Aaron is a Certified Financial Planner™, a California Certified Public Accountant, and a Series 65 license holder.
