Client Advisory


Aaron is a Partner based in the San Francisco office. He provides comprehensive investment and planning advice to individuals. While Aaron works with a wide array of clients, he has expertise in working with multigenerational families, business executives, and entrepreneurs with above-average income and estate tax planning needs.

Before joining Cerity Partners, Aaron was a Principal at B|O|S and served on the firm’s Board of Managers, strategizing firm-wide initiatives and making critical decisions on the day-to-day functioning of the firm. Prior to B|O|S, he worked for PricewaterhouseCoopers LLP as a Manager in the Private Client Services Group.


  • B.S. in Finance, Santa Clara University


  • Certified Public Accountant
  • Holds a Series 65 license
  • Member of the Stern Grove Festival Association Board of Directors
  • Former member of the Board of Directors for the Headlands Center for the Arts, Step One School, and Blind Babies Foundation
  • Named on the Forbes “Best-In-State Wealth Advisors” list for the San Francisco region in 2019, 2020, and 2021
  • Ranked on the Forbes “Top Next-Gen Best-in-State Wealth Advisors” list for California in 2019
  • Ranked on the Forbes “Top Next-Gen Wealth Advisors” list in 2019
  • Recipient of a “40 Under 40 Award” by the San Francisco Business Times in 2017
Please read important award, ranking and credential disclosures here.

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