Growing up in a small town, Aaron learned the value of community and strong relationships – values he carries into his work as a financial advisor with SixPoint Financial Partners. He's passionate about helping people achieve their financial dreams, whether they're building wealth for the future or enjoying a comfortable retirement.
Aaron honed his skills at Fidelity Investments in Boca Raton, where he guided 450 households through the complexities of financial planning. But his desire to forge deeper connections and provide truly personalized service led him to SixPoint Financial Partners.
At SixPoint, Aaron focuses on building lasting relationships with clients, understanding their unique needs, and crafting strategies that align with their values. He's particularly passionate about proactive retirement income planning, Roth conversions, and investment strategies designed to help clients achieve financial independence.
His investment philosophy is deeply influenced by his idol, Charlie Munger, the former Vice Chairman of Berkshire Hathaway. Munger once said, "I did not intend to get rich. I just wanted to be independent.” Aaron echoes this sentiment, guiding his clients to understand that "money is not a goal, but simply a tool to help them achieve financial independence."
Aaron’s approach to holistic planning reflects the SixPoint philosophy, which emphasizes the six core pillars of a financial plan: Investment Planning, Tax Planning, Retirement Income Planning, Estate Planning, Risk Management, and Custom Goal Planning.
Being able to communicate relatively complex financial and investment concepts in a clear and digestible way to clients.
Helping clients to always have a long-term view on their investments and financial plan.
Having the ability to build relationships and trust with new prospective clients by taking them through the SixPoint financial planning process.
As a former NCAA D1 athlete, I learned the importance of being a good partner to my teammates and helping them succeed. I’ve used this same mentality as a financial advisor and now every client relationship as a partnership with our firm as we help them achieve their financial goals.
When he’s not helping clients secure their financial futures, you can find Aaron enjoying the best of Boca Raton – soaking up the sun on the beach, exploring new restaurants, or catching up with friends and family. A former D1 soccer player for Florida Atlantic University and Temple University, he still loves playing and watching the sport. He’s also a boxing enthusiast and enjoys traveling throughout Europe during the summers.
