Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
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.
Finding the right mix of investments is what’s most important. Each has its own set of costs, tax implications, risks, and return prospects.
Incentive Stock Options
My company will complete an IPO soon — what should I do with my equity awards? What’s my tax strategy?
A 10b5-1 trading plan is a way for insiders to sell company stock throughout the year. Trading plans must be submitted for approval in an open window.
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