Aaron C. Kessler, CFP®

Senior Vice President

For over 20 years, Aaron Kessler, CERTIFIED FINANCIAL PLANNER® has been providing consistent and reliable financial advice to individuals and families helping to build, manage and protect their hard earned wealth. As a Certified Financial Planner™, Aaron utilizes advanced planning tools to employ the time tested strategies of asset allocation and diversification to provide customized planning solutions to each and every client. Aaron’s practice has been built upon one fundamental belief, that his success is tied to his clients’ success. By providing an array of pay as you go, fee based solutions, Aaron aligns his financial interests with his clients’ interests. This gives clients the trust and confidence that his advice is always in their best interest and not driven by the need to generate short-term commissions. Being 47 years old, Aaron’s clients know that he will be by their side for many years to come and they don’t have to worry about their advisor retiring when they are in their twilight years. Having worked with clients through the dot.com crash, the Great Recession and COVID, you can trust that Aaron has the knowledge and experience to help you navigate even the most challenging investment climate and keep you on track to achieving your long-term financial goals.

Did you know?

Aaron loves an outdoor adventure and staying active with things like exercising, hiking, mountain biking or walking with his Husky named Peaky. One of the accomplishments he is most proud of is hiking to the summit of Mt. Fuji in Japan to watch the sun rise. In the summer, he enjoys hosting backyard BBQs and spending quality time with family and friends.

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