Aaron Szager, CFP®

Aaron is a Wealth Counselor for Osborne Partners with over 20 years of experience in the financial services industry. Aaron was previously the Group Manager overseeing a team of financial planners at a regional wealth management firm. Additionally, he was a senior financial advisor working with a broad spectrum of clients managing everything from their financial plan to asset allocation to stock concentrations. He brings a true passion for financial planning and deep experience helping clients solve complex financial issues. Aaron earned his BS in Business Management, Finance at Salisbury University – Perdue School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Publications by Aaron Szager, CFP®

October 23, 2022 | Financial Planning

End of Year Tax Planning  
There is still time to take control of your 2022 tax bill.  It’s that time of year again.  The 4th quarter holds a special place in my heart.  It’s filled […]
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