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Aaron Waxman, CPA, CFP®


Aaron provides comprehensive investment and planning advice to individual and institutional clients. Prior to joining the firm, Aaron worked for PricewaterhouseCoopers LLP as a manager in the Private Client Services group, where he gained extensive experience in working through complex business and tax planning issues. His clients were privately held businesses owners, officers of corporate parents, board members, venture capital and private equity investors.

Aaron lives in Albany with his family.

  • 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 #32 on Forbes 2018 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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