Aaron Szager, CFP®
Wealth Counselor |
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