Private Wealth Analyst
As a Financial Planning Analyst, Aron works with 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 bringing the planning process to fruition.
Aron entered financial services in 2019 as a Financial Representative for Northwestern Mutual and later joined DJM Financial as a Financial Planning Analyst. He earned a Bachelor of Business Administration degree with an emphasis in management at Loyola Marymount University. After his undergraduate studies, he earned a professional certification in Human Resources Management from the University of California, Los Angeles.
A California native, Aron lives in his hometown of Huntington Beach with his wife, Sofie. When he’s not planning, he can be found on the golf course sharpening his game or working on his camping rig and cars, a hobby he shares with his father. Just as he deconstructs a complex financial plan, Aron enjoys the challenge of taking cars apart and rebuilding them so they run better than ever.
Check the background of this investment professional on FINRA BrokerCheck
California Insurance License #4023289 | Securities Series 6, 63