As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning, and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most.   

He works with pre-IPO executives and early employees at late-state tech companies in Silicon Valley, Austin, or the Tech Triangle. Aaron received his BA in Economics-Accounting-Spanish Literature from Claremont McKenna College and his Juris Doctorate from the University of Illinois. Before switching to wealth management, he formerly worked in Deloitte’s Private Client Advisory Department and spent three years in public accounting working on individuals, trusts, and estates.   

He became a CPA in 2008, and a CFP® in 2010. In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two Golden-doodles, and five chickens.  

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