Aaron Kohl, Cfp®, Mba Email & Phone Number

I work for those lightbulb moments, when my clients start to understand how all the pieces of the financial plans we’ve developed together will have a significant impact on their future. I enjoy seeing those plans put into motion.There’s a science and an art to financial planning, and a lot of education on my part. I will share projections with my clients that demonstrate the large long-term effects of changing small things today. I learned the value of saving at an early age, when my parents had me set a dime aside from his one dollar allowance. By age 12, my father had given me a basic education on mutual funds.College was not the next step for me after graduating from Doherty Memorial High School in Worcester. Instead, I enlisted in the United States Marine Corps. While in bootcamp, the country suffered the attacks of September 11, 2001, and I entered a signals intelligence group. After two tours in Iraq, I left the military to study economics at Worcester State University.That’s when I met financial advisor Gary Guglielmello and worked part time with him until graduation in 2008. We rejoined forces in 2013 and continued together as Archstone Financial began.Areas of Focus:• Retirement Planning• Comprehensive Financial Planning• Investment Planning → → Suitable Asset Allocation → → Cost-effective Implementation → → Behavioral Coaching → → Asset location (tax buckets) → → Spending strategy (withdrawal order)• Education Expense Planning• Family FinancesI am currently accepting new clients. So reach out if you might be interested. Aaron Kohl is a Financial Advisor offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from an other named entity. Investment Adviser Representatives offering securities and advisory service through Cetera Advisor Networks LLC, a Broker Dealer and Registered Investment Adviser, member FINRA/SIPCArchstone Financial is not a subsidiary of nor controlled by Cetera Advisor Networks LLCArchstone Financial324 Grove StreetWorcester, MA 01605

Listed skills include Insurance, Account Management, Financial Planning, Financial Modeling, and 17 others.