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Aaron Waxman, CPA, CFP®


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 multi-gen families, business executives, and entrepreneurs.

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

  • BS in Finance, Santa Clara University
  • Aaron Waxman is a CERTIFIED FINANCIAL PLANNER™ professional
  • Aaron Waxman is a Certified Public Accountant in state of California
  • Member of the Stern Grove Festival Association Board of Directors
  • Ranked #43 on Forbes 2019 Best-in-State list for the San Francisco region
  • 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

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