As the owner and president of Ohio-based Alpha Planning, Aaron Simpson is passionate about helping clients create and implement personalized planning strategies designed to maximize their retirement wealth and income through the firm's "R.O.O.T.S. Wealth Plan" process. Tax efficiency, risk management and investment advice help shape the foundation of each plan, providing Aaron's clients with the financial security and confidence they seek.
Aaron is a CERTIFIED FINANCIAL PLANNERTM, a designation that holds him to the highest fiduciary standard in the financial industry. After working for financial firms as early as age 15 and during college summers in his hometown of Vancouver, Canada, Aaron joined the industry full-time in 2016.
Outside the office, Aaron enjoys playing golf, hiking in the Cleveland Metroparks, and spending time with his wife and daughter.
Phone: 440.519.0300 | Email: info@alphaplanners.com | Website: www.alphaplanners.com
LinkedIn | Facebook
