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Biography

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.

Learn more about my practice.

Education

  • B.S. in Finance, Santa Clara University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • 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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Aaron Waxman

Partner

Individuals and Families

Various Investments

Finding the right mix of investments is what’s most important. Each has its own set of costs, tax implications, risks, and return prospects.

Aaron Waxman

Partner

Individuals and Families

What’s My Tax Strategy?

My company will complete an IPO soon — what should I do with my equity awards? What’s my tax strategy?

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.