Aaron is Co-Managing Partner of Consilium Wealth Partners of Raymond James. He provides financial guidance to individuals & families, successful business owners, executives of public & private corporations, and non-profit organizations. Aaron is dedicated to serving the unique and sophisticated wealth management needs of his clients, often in conjunction with outside legal and tax professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Aaron is held to the highest ethical and professional standards in the industry and is focused on creating comprehensive wealth management plans and investment portfolios that make the best use of his clients’ wealth today and help ensure its endurance for future generations.
As part of his work with nonprofits and foundations, Aaron works with boards and finance committees to develop and implement sound investment policies that work to achieve current and future goals. He gives talks periodically at the Center for Nonprofit Management in Los Angeles and has been quoted in C-Suite Quarterly (“CSQ”) on the topic of how to invest charitable dollars.
In addition to being a CERTIFIED FINANCIAL PLANNER™ practitioner, Aaron is an Accredited Asset Management SpecialistSM (AAMS®), a graduate of the UCLA Personal Financial Planning Program, a member of the Financial Planning Association in Los Angeles, and a graduate of the FBI Los Angeles Citizens Academy. He holds a BA in Political Science from Columbia University and an MBA in Finance from the Warrington School of Business at the University of Florida. Aaron lives in Los Angeles with his wife and three children.
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.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Raymond James is not affiliated with the above organizations and/or charitable causes.