Account Vice President
Financial Advisor
Aaron is a Financial Advisor at UBS Financial Services.
Aaron is passionate about providing nuanced and individualized planning solutions for families and individuals in transition points of their life. Aaron leads the Financial Planning portion of the Sentinel Wealth Consulting Group, a team that consists of nine members with over 150 years of experience in the Financial Service Industry.
I offer services in investment planning, retirement planning, and strategic business transitions from a goals-based approach. One of my strengths is working with families and business owners in connecting them to partnerships with investment banking, business development groups, and wealth management at UBS to provide solutions throughout their lifetime.
When not in the office, one can find Aaron in one of three places: At the gym or some sort of athletic event, catching one of the newest movies, or enjoying a brew in the San Francisco Bay Area. In addition, he would love to talk an ear off about advances in technology or outer space, and he never turns down an offered book.
UBS Financial Services Insurance Agency Inc. License UBS#0512985 CA Agent License #0M99212.
Account Vice President
Financial Advisor
Aaron is a Financial Advisor at UBS Financial Services.
Aaron is passionate about providing nuanced and individualized planning solutions for families and individuals in transition points of their life. Aaron leads the Financial Planning portion of the Sentinel Wealth Consulting Group, a team that consists of nine members with over 150 years of experience in the Financial Service Industry.
I offer services in investment planning, retirement planning, and strategic business transitions from a goals-based approach. One of my strengths is working with families and business owners in connecting them to partnerships with investment banking, business development groups, and wealth management at UBS to provide solutions throughout their lifetime.
When not in the office, one can find Aaron in one of three places: At the gym or some sort of athletic event, catching one of the newest movies, or enjoying a brew in the San Francisco Bay Area. In addition, he would love to talk an ear off about advances in technology or outer space, and he never turns down an offered book.
UBS Financial Services Insurance Agency Inc. License UBS#0512985 CA Agent License #0M99212.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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