As a Private Wealth Advisor, Aron works with David McManus and Joel Staples to develop wealth management and retirement planning solutions that help individuals achieve financial security and meet their goals, however they define them. Committed to building long-term relationships with clients, he derives immense satisfaction from bringing the planning process to fruition. Aron entered financial services in 2019 as a Financial Representative for Northwestern Mutual, later joining Joel Staples at DJM Financial as a Financial Planning Analyst prior to their move to Cooper McManus.
Aron attended Loyola Marymount University where he was awarded the Ignatian Leadership Scholarship and earned a Bachelor of Business Administration degree with an emphasis in management. Following his time at Loyola, Aron went on to earn a professional certification in Human Resources Management from the University of California, Los Angeles. Additionally, Aron became a Wealth Management Specialist™ designee through the College for Financial Planning in 2024.
A California native, Aron lives in his hometown of Huntington Beach with his wife, son, and daughter. When he’s not planning, he enjoys traveling to Sweden and Finland to visit his wife’s family, trying out a new recipe on the smoker, or cooking and baking with his daughter.
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California Insurance License #4023289 | Securities Series 7, 66, 6, 63, SIE