AeroLeads people directory · profile

Aaron Weston, Cfp® Email & Phone Number

Financial Advisor at Financial Services Advisory
Location: Bethesda, Maryland, United States 6 work roles 1 school
1 work email found @fsainvest.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@fsainvest.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Financial Services Advisory
Role
Financial Advisor
Location
Bethesda, Maryland, United States
Company size
10 employees

Who is Aaron Weston, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Aaron Weston, Cfp® is listed as Financial Advisor at Financial Services Advisory, a company with 10 employees, based in Bethesda, Maryland, United States. AeroLeads shows a work email signal at fsainvest.com and a matched LinkedIn profile for Aaron Weston, Cfp®.

Aaron Weston, Cfp® previously worked as VP - Financial Consultant at Charles Schwab and Investment Consultant at Td Ameritrade. Aaron Weston, Cfp® holds Bachelor Of Science (Bs), Political Science And Government from Colorado State University.

Company email context

Email format at Financial Services Advisory

This section adds company-level context without repeating Aaron Weston, Cfp®'s masked contact details.

{first}@fsainvest.com
89% confidence

AeroLeads found 1 current-domain work email signal for Aaron Weston, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Aaron Weston, Cfp®

Aaron Weston, Cfp® is a Financial Advisor at Financial Services Advisory. He possess expertise in investments, mutual funds, wealth management, asset allocation, charitable giving and 3 more skills.

Listed skills include Investments, Mutual Funds, Wealth Management, Asset Allocation, and 4 others.

Current workplace

Aaron Weston, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Financial Services Advisory
Financial Services Advisory
Financial Advisor
rockville, maryland, united states
Website
fsainvest.com
Employees
10
AeroLeads page
Company profile
View company profile Email format
6 roles

Aaron Weston, Cfp® work experience

A career timeline built from the work history available for this profile.

Vp - Financial Consultant

Charles Schwab

Bethesda, Maryland

Oct 2017 - Jan 2021

Financial Solutions Advisor

Merrill Lynch

Chandler, Arizona, United States

Nov 2012 - May 2014

Assistant Golf Professional

Mirabel Golf Club

Scottsdale

Providing excellent member service to the members of one of the exclusive private clubs of Arizona. Also, instructing clients with improvements on their overall golf game.

Oct 2011 - Nov 2012

Business Owner/Salon Manager

Great Clips/Rkw Llc

Overall goal, providing excellent customer service to clients at a recognized brand name for quality haircuts. Managed up to 15 hairstylists at two locations, scheduling, quality performance of stylists, customer service and participated in Great Clips General Manager activities.

Aug 2010 - Oct 2011
Team & coworkers

Colleagues at Financial Services Advisory

Other employees you can reach at fsainvest.com. View company contacts for 10 employees →

AW Ann Wickerham Ann Wickerham Colleague at Financial Services AdvisoryIjamsville, Maryland, United States, United States View → JJ Jim Joseph Jim Joseph Colleague at Financial Services AdvisoryRockville, Maryland, United States, United States View → JL Jamie Leggieri Jamie Leggieri Colleague at Financial Services AdvisoryRockville, Maryland, United States, United States View → KD Kim Donohue, Pace Kim Donohue, Pace Colleague at Financial Services AdvisoryGermantown, Maryland, United States, United States View → DP Dave Petersen Dave Petersen Colleague at Financial Services AdvisoryOlney, Maryland, United States, United States View → MZ Mike Zarrelli, Cfp®, Ea Mike Zarrelli, Cfp®, Ea Colleague at Financial Services AdvisoryLaurel, Maryland, United States, United States View → JJ John Jones John Jones Colleague at Financial Services AdvisoryWashington DC-Baltimore Area, United States View →
1 education record

Aaron Weston, Cfp® education

FAQ

Frequently asked questions about Aaron Weston, Cfp®

Quick answers generated from the profile data available on this page.

What company does Aaron Weston, Cfp® work for?

Aaron Weston, Cfp® works for Financial Services Advisory.

What is Aaron Weston, Cfp®'s role at Financial Services Advisory?

Aaron Weston, Cfp® is listed as Financial Advisor at Financial Services Advisory.

What is Aaron Weston, Cfp®'s email address?

AeroLeads has found 1 work email signal at @fsainvest.com for Aaron Weston, Cfp® at Financial Services Advisory.

Where is Aaron Weston, Cfp® based?

Aaron Weston, Cfp® is based in Bethesda, Maryland, United States while working with Financial Services Advisory.

What companies has Aaron Weston, Cfp® worked for?

Aaron Weston, Cfp® has worked for Financial Services Advisory, Charles Schwab, Td Ameritrade, Merrill Lynch, and Mirabel Golf Club.

Who are Aaron Weston, Cfp®'s colleagues at Financial Services Advisory?

Aaron Weston, Cfp®'s colleagues at Financial Services Advisory include Ann Wickerham, Jim Joseph, Jamie Leggieri, Kim Donohue, Pace, and Dave Petersen.

How can I contact Aaron Weston, Cfp®?

You can use AeroLeads to view verified contact signals for Aaron Weston, Cfp® at Financial Services Advisory, including work email, phone, and LinkedIn data when available.

What schools did Aaron Weston, Cfp® attend?

Aaron Weston, Cfp® holds Bachelor Of Science (Bs), Political Science And Government from Colorado State University.

What skills is Aaron Weston, Cfp® known for?

Aaron Weston, Cfp® is listed with skills including Investments, Mutual Funds, Wealth Management, Asset Allocation, Charitable Giving, Strategy, Titling And Beneficiary Designations, and College Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.