Client Advisory

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.

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

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By clicking “Submit”, 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.