Aaron Hattenbach, Cfp® Email & Phone Number

Are you a high earning small business owner, entrepreneur or physician looking to compound your wealth through investing? Interested in increasing savings and achieving your financial goals through construction of a personalized financial plan? Or simply trying to minimize your taxes?If you answered ‘yes', I can help you.Who I am:I have spent my career advising clients on their personal finances and constructing strategies to meet their financial goals. My experience includes working at large banking institutions: Alliance Bernstein, Merrill Lynch, as well as Independent Advisory Firms: HighTower Advisors, Telemus Capital, where I was entrusted with managing over 500 million in client assets. I left Merrill Lynch at the end of 2016 to found Rapport Financial in January of 2017. We’re headquartered in San Francisco, CA but work with clients all over the country. Rapport is a fee-based Registered Investment Advisory firm that combines institutional resources with the care and touch of a boutique.Who We Help:We work with successful individuals and families that see value in having an independent, fiduciary investment professional guide them through the coordination and management of their finances.A list of the services that we provide:•Investment Management•Stock Based Compensation Advisory: ISOs, NSOs, RSUs, ESPPs, ESOPs•Multi-Generational Wealth Planning•Comprehensive Financial Planning•Retirement Planning•Employer Benefits Planning•Education Savings•Tax Minimization Strategies•Estate Planning•Insurance Planning• Quarterbacking relationship with client's other trusted advisors: CPAs, Estate and Trust Attorneys. ►►You can schedule a phone call or meeting with us here: https://calendly.com/rapportfinancial/prospective-client-30minutes

Listed skills include Alternative Investments, Equities, Portfolio Management, Asset Allocation, and 25 others.