Aaron Buczek Email & Phone Number

Aaron is a Partner and Private Wealth Manager at Creative Planning. Aaron has been recognized as a 5 Star Wealth Manager for 2023 and 2022. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*.Creative Planning manages Combined AUM (Assets under Mangement) and AUA (Assets under Advisement) of $245 Billion as of 07/01/2023 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings. Refer to our website for important award disclosure information: https://creativeplanning.com/important-disclosure-information/”

Listed skills include Series 7, Investments, Wealth Management, Asset Allocation, and 14 others.

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  University Of California, Santa Barbara

  Communication Studies