AeroLeads people directory · profile
Aaron Bates, Cfp® Email & Phone Number
Investment and Financial Advisor
at
Whitcomb & Hess, Inc.
2 work emails found
@whitcomb.com
3 phones found area 419
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment and Financial Advisor
Location
Ashland, Ohio, United States
Company size
Who is Aaron Bates, Cfp®? Overview
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Quick answer
Aaron Bates, Cfp® is listed as Investment and Financial Advisor at Whitcomb & Hess, Inc., a company with 27 employees, based in Ashland, Ohio, United States. AeroLeads shows a work email signal at whitcomb.com, phone signal with area code 419, and a matched LinkedIn profile for Aaron Bates, Cfp®.
Aaron Bates, Cfp® previously worked as Investment & Financial Advisor at Whitcomb & Hess, Inc. and Trainee Agent at State Farm Insurance. Aaron Bates, Cfp® holds Bs, Agricultural Engineering from The Ohio State University.
Company email context
Email format at Whitcomb & Hess, Inc.
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*@whitcomb.com
74% confidence
AeroLeads found 2 current-domain work email signals for Aaron Bates, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Aaron Bates, Cfp®
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
Listed skills include Strategic Financial Planning, Wealth Management, Estate Planning, Investment Strategies, and 12 others.
Current workplace
Aaron Bates, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Whitcomb & Hess, Inc.
4 roles
Aaron Bates, Cfp® work experience
A career timeline built from the work history available for this profile.
Investment & Financial Advisor
CurrentMy 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.
Mar 2004 - Present
Trainee Agent
Advised 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.
Apr 2003 - Feb 2004
Distric Sales Rep.
Agrigold/Agreliant Genetics
Advised 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.
Jun 1999 - Mar 2003
1 education record
Aaron Bates, Cfp® education
FAQ
Frequently asked questions about Aaron Bates, Cfp®
Quick answers generated from the profile data available on this page.
What company does Aaron Bates, Cfp® work for?
Aaron Bates, Cfp® works for Whitcomb & Hess, Inc..
What is Aaron Bates, Cfp®'s role at Whitcomb & Hess, Inc.?
Aaron Bates, Cfp® is listed as Investment and Financial Advisor at Whitcomb & Hess, Inc..
What is Aaron Bates, Cfp®'s email address?
AeroLeads has found 2 work email signals at @whitcomb.com for Aaron Bates, Cfp® at Whitcomb & Hess, Inc..
What is Aaron Bates, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 419 for Aaron Bates, Cfp® at Whitcomb & Hess, Inc..
Where is Aaron Bates, Cfp® based?
Aaron Bates, Cfp® is based in Ashland, Ohio, United States while working with Whitcomb & Hess, Inc..
What companies has Aaron Bates, Cfp® worked for?
Aaron Bates, Cfp® has worked for Whitcomb & Hess, Inc., State Farm Insurance, and Agrigold/Agreliant Genetics.
How can I contact Aaron Bates, Cfp®?
You can use AeroLeads to view verified contact signals for Aaron Bates, Cfp® at Whitcomb & Hess, Inc., including work email, phone, and LinkedIn data when available.
What schools did Aaron Bates, Cfp® attend?
Aaron Bates, Cfp® holds Bs, Agricultural Engineering from The Ohio State University.
What skills is Aaron Bates, Cfp® known for?
Aaron Bates, Cfp® is listed with skills including Strategic Financial Planning, Wealth Management, Estate Planning, Investment Strategies, Investment Selection, Retirement, 401K Rollovers, and 401K.
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