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Aaron Waxman, CPA, CFP®

Principal LinkedIn

About

Aaron provides comprehensive investment and planning advice to individual and institutional clients. He also serves on the company’s Board of Managers.

While Aaron works with a wide array of clients, he has expertise in working with multigenerational families, business executives, and entrepreneurs.

Prior to joining the firm, Aaron worked for PricewaterhouseCoopers LLP as a manager in the Private Client Services group.

Education

  • B.S. in Finance, Santa Clara University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • California Certified Public Accountant
  • Member of the Stern Grove Festival Association Board of Directors
  • Series 65 license holder
  • Ranked #19 on Forbes 2021 Best-In-State Wealth Advisors list for the San Francisco region
  • Ranked #42 on Forbes 2020 Best-In-State Wealth Advisors list for the San Francisco region
  • Ranked #43 on Forbes 2019 Best-In-State Wealth Advisors list for the San Francisco region
  • Ranked #5 on Forbes 2019 Top Next-Gen Best-in-State Wealth Advisors list for California
  • Ranked #28 on Forbes 2019 Top Next-Gen Wealth Advisors list
  • 2017 40 Under 40 Award recipient by the San Francisco Business Times
  • Past member of the Headlands Center for the Arts Board of Directors
  • Past member of the Step One School Board of Directors
  • Past member of the Blind Babies Foundation Board of Directors

AWARDS AND ACCOLADES

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