Aaron Clarke, Cfp®, Aif®

Aaron Clarke, Cfp®, Aif® Email and Phone Number

Contributor @ Forbes
Ashburn, VA, US
Aaron Clarke, Cfp®, Aif®'s Location
Ashburn, Virginia, United States, United States
Aaron Clarke, Cfp®, Aif®'s Contact Details

Aaron Clarke, Cfp®, Aif® personal email

n/a
About Aaron Clarke, Cfp®, Aif®

Aaron is a Wealth Advisor at Heritage Financial LLC, a contributor for Forbes.com Investor Hub, and President Elect for the Financial Planning Association of the National Capital Area.Together with the Heritage Financial team, Aaron focuses on providing comprehensive and fiduciary wealth management solutions to high net worth professionals dealing with executive and stock compensation issues, tax planning, investment management, and generational wealth planning. He works with clients across the country, but a majority of his clients are in the Northern Virginia and greater Washington D.C. metro area.Heritage Financial serves over 200 families across the U.S. through a collaborative process designed to gain a detailed understanding of his clients' deepest values and goals. The team then designs customized recommendations to address each client's unique needs and goals beyond the basics of investments.Aaron's passion to serve others in personal finance comes from watching his grandparents being bankrupted by a real estate driven Ponzi scheme, and the financial and psychological behaviors stemming from that situation. He holds a degree from Virginia Tech concentrating in Financial Planning, is an Accredited Investment Fiduciary, CERTIFIED FINANCIAL PLANNER, and has served for over 8 years on the local Financial Planning Association Board of Directors.He is the recipient of the Financial Planning Associations 2022 Emerging Leader Award, 2023 Northern Virginia Magazine's Top Financial Adviser Award, as well as the 2022 and 2024 Washingtonian's Top Financial Advisors Award.

Aaron Clarke, Cfp®, Aif®'s Current Company Details
Forbes

Forbes

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Contributor
Ashburn, VA, US
Website:
forbes.com
Employees:
8978
Aaron Clarke, Cfp®, Aif® Work Experience Details
  • Forbes
    Contributor
    Forbes
    Ashburn, Va, Us
  • Heritage Financial Llc
    Private Wealth Advisor To The High Net Worth Community
    Heritage Financial Llc Oct 2022 - Present
  • Forbes
    Contributor
    Forbes May 2023 - Present
    Jersey City, Nj, Us
    I help share strategies for investors via Forbes.com and the Investor Hub.Follow my profile to learn more about Money!https://www.forbes.com/sites/investor-hub/people/aaron-clarke-cfp/?sh=2f6e6466627e
  • Halpern Financial, Inc.
    Wealth Advisor
    Halpern Financial, Inc. Oct 2018 - May 2022
    Cleveland, Ohio, Us
    As a Wealth Advisor for Halpern Financial, Inc., I helped our clients identify short- and long-term life and family wealth goals, and develop a plan to reach them. Most often this included topics such as retirement planning, cash flow planning. To ensure the clients receive the absolute best advice I apply my expertise to develop advanced estate planning, tax management, investment, and retirement income strategies in wealth._______I served as a Fee-Only, Fiduciary, and Independent wealth advisor. Halpern Financial does not create or sell products, only advice.
  • Acorn Financial Services
    Financial Planner
    Acorn Financial Services Oct 2015 - Oct 2018
    Reston, Va, Us
  • Advisors Financial, Inc.
    Paraplanner
    Advisors Financial, Inc. Jun 2014 - Oct 2015
    Vienna, Va, Us
    Primary roles included meeting preparation in detail, along with holding client meetings with lead advisors for note taking purposes. Secondary roles included working to motivate clients to complete action items, providing technical support for online account access, and maintaining an open line of communication for the client if an advisor is away. Role expanded to include giving input for ongoing advice, creating draft sections of financial plans for new clients, and developing allocations for client investments while bearing in mind the client's goals and tax sensitivity.
  • Virginia Tech Rescue Squad
    (Volunteer)Assistant Vice President Of Financial Management
    Virginia Tech Rescue Squad May 2012 - May 2014
    Blacksburg, Va, Us
    Managed $150,000 budget to ensure the smooth operation of the rescue squad. Developed annual budget, provided budget analysis, and controlled purchase orders. Founded informal grant committee to lead grant writing for the squad’s large capital expenses. Successful in obtaining two grants totaling approximately $120,000 in funding. Designed succession planning process for my position by training nominees to assume the Financial Officer’s role. 8-12 hours/week.

Aaron Clarke, Cfp®, Aif® Skills

Leadership Estate Planning Powerpoint Social Media Technology Holistic Financial Sales Consulting Public Speaking Autocad Qualified Retirement Fiduciary Services Non Profit Volunteering Retirement Planning Sales Financial Planning Cpr Certified Event Planning Data Analysis Investments Finance 401k Asset Allocation Investment Advisory Charitable Gift Planning Mutual Funds Microsoft Office Microsoft Word Investment Strategies Microsoft Excel Asset Management Complaince Personal Financial Time Management Customer Service Financial Analysis Interpersonal Management 401k Rollovers Enterprise Accounts Insurance Planning Teamwork Research Conflict Resolution Life And Health Insurance Investment Properties Emt Investment Management

Aaron Clarke, Cfp®, Aif® Education Details

  • Virginia Tech
    Virginia Tech
    Concentration: Financial Planning

Frequently Asked Questions about Aaron Clarke, Cfp®, Aif®

What company does Aaron Clarke, Cfp®, Aif® work for?

Aaron Clarke, Cfp®, Aif® works for Forbes

What is Aaron Clarke, Cfp®, Aif®'s role at the current company?

Aaron Clarke, Cfp®, Aif®'s current role is Contributor.

What is Aaron Clarke, Cfp®, Aif®'s email address?

Aaron Clarke, Cfp®, Aif®'s email address is ac****@****ial.com

What schools did Aaron Clarke, Cfp®, Aif® attend?

Aaron Clarke, Cfp®, Aif® attended Virginia Tech.

What are some of Aaron Clarke, Cfp®, Aif®'s interests?

Aaron Clarke, Cfp®, Aif® has interest in Disaster And Humanitarian Relief, Education, Children, Economic Empowerment.

What skills is Aaron Clarke, Cfp®, Aif® known for?

Aaron Clarke, Cfp®, Aif® has skills like Leadership, Estate Planning, Powerpoint, Social Media, Technology, Holistic Financial, Sales Consulting, Public Speaking, Autocad, Qualified Retirement, Fiduciary Services, Non Profit Volunteering.

Who are Aaron Clarke, Cfp®, Aif®'s colleagues?

Aaron Clarke, Cfp®, Aif®'s colleagues are Karg Rosemarie, Zidane Nawes, Amanda Iris Aranda Ocaña, Khalima Mirsiyapova, Ratan Chamar, Andrejs Maksimovs, Jerry Po.

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