Aaron began his career as a financial advisor in the year 2000 with Salomon Smith Barney. He then worked for UBS Financial Services and Ameriprise Financial before establishing Tellez Wealth Management of Raymond James. Aaron is a distinguished CFP®, CERTIFIED FINANCIAL PLANNER™ professional acting as a fiduciary for all his clients.
After graduating from Santa Clara University with a degree in Biology, he attended graduate school in Toxicology at The University of Arizona before joining the biotech firm Genentech in San Francisco. After working in the biotech industry for six years, he decided to make a career change. Wealth management was a great fit for the analytical skills honed via his educational and work experiences.
Aaron has established strong relationships with his clients by focusing on building personal financial strategies to meet their individual needs. He does this by focusing on asset management and financial planning, with emphasis on insurances, taxes, income, retirement, and estate planning. Aaron holds Series 7, 9, 10, 24, 31, 63, and 65 licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.