Aaron Bates, Cfp® Email and Phone Number
Aaron Bates, Cfp® work email
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Aaron Bates, Cfp® personal email
Aaron Bates, Cfp® phone numbers
Welcome to my LinkedIn page! I appreciate your kind gestures of “Recommending” and/or “Endorsing” me. However, our friends in compliance will not allow us to accept such kind actions. If you had positive experiences working with me or my colleagues at Whitcomb & Hess, Inc., tell your friends and family! I am a Principal/Partner at Whitcomb & Hess and I serve clients as a Certified Financial Planner (R) Professional.'Blessed to be a Blessing'I believe its the purpose of life to help others find peace of mind and spirit. This is my goal in all I do. Its very gratifying to see that you have made a positive difference in someone's life either personally or financially. This doesn't mean I always get it right, but we keep trying until we do! I have enjoyed learning about finance since I was a young child. My continued learning helps me and my clients. We never stop learning new things! As the oldest of six children, I have always found being an Adviser a natural role. From advising individuals on their personal finances to small business owners on their company 401k plans, I enjoy sharing what I have learned with others.Specialties: Wealth ManagementPortfolio/Investment ManagementRetirement Planning Estate PlanningCollege Planning401k ConsultingLife Insurance
Whitcomb & Hess, Inc.
View- Website:
- whitcomb.com
- Employees:
- 27
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Investment And Financial AdvisorWhitcomb & Hess, Inc.Ashland, Oh, Us
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Investment & Financial AdvisorWhitcomb & Hess, Inc. Mar 2004 - PresentMy goal is to bring peace of mind to the financial lives of my clients. I help clients develop financial plans to reach their goals or solve problems that cause them pain. I also help clients by managing their investment portfolios and preparing their tax returns.
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Trainee AgentState Farm Insurance Apr 2003 - Feb 2004Advised individuals on what insurance and investment plans best suited their needs. Worked in the field for a short time before I discovered investments are my passion not insurance, although its essential to a solid financial plan. -
Distric Sales Rep.Agrigold/Agreliant Genetics Jun 1999 - Mar 2003Advised corn producers in North Central Ohio in selecting hybrid corn seed for their corn growing operations. It was a great career starter, in an industry I'm still fond of.
Aaron Bates, Cfp® Skills
Aaron Bates, Cfp® Education Details
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Agricultural Engineering
Frequently Asked Questions about Aaron Bates, Cfp®
What company does Aaron Bates, Cfp® work for?
Aaron Bates, Cfp® works for Whitcomb & Hess, Inc.
What is Aaron Bates, Cfp®'s role at the current company?
Aaron Bates, Cfp®'s current role is Investment and Financial Advisor.
What is Aaron Bates, Cfp®'s email address?
Aaron Bates, Cfp®'s email address is aa****@****arm.com
What is Aaron Bates, Cfp®'s direct phone number?
Aaron Bates, Cfp®'s direct phone number is +141960*****
What schools did Aaron Bates, Cfp® attend?
Aaron Bates, Cfp® attended The Ohio State University.
What are some of Aaron Bates, Cfp®'s interests?
Aaron Bates, Cfp® has interest in Investments, Being The Best Husband For Aubrey, Being The Best Dad For Kes And Ty, Buckeye Football, Farming/landscaping, Being More Like Jesus, Travel, Financial Planning.
What skills is Aaron Bates, Cfp® known for?
Aaron Bates, Cfp® has skills like Strategic Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Investment Selection, Retirement, 401k Rollovers, 401k, Rollovers, Mutual Funds, Simple Ira, 529 Plans.
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