Aaron joined Sequoia Wealth Advisors in January of 2017 as a Client Service Associate and worked into his current role as Director of Operations. Aaron’s professional background centers around federal and state regulatory compliance over the last five years. This detailed oriented background makes for a perfect fit here at Sequoia and for his responsibilities to manage our day to day operations.
Aaron currently holds a series 7, and 66 registration through LPL financial and works directly with our financial advisors and clients to help craft individual financial strategies to meet life’s biggest goals. As we get to know our client the most important aspect of our job is to provide clarity. The most common areas of confusion included: tax conscious investing, long term financial planning, risk-oriented portfolio construction to match our clients investment style, college planning, cash flow analysis. Our team will provide clarity with a strong plan to achieve our clients goals.
Aaron graduated in 2010 from St. Mary’s College with an honors degree in Business Administration with a concentration in finance and economics. He lives in San Jose and loves spending time with his Red Labrador Retriever, he is an avid wood worker, loves cooking for his friends, and enjoying the great outdoors.