Fort Collins, CO
Aaron Foster
VP & Wealth Advisor
Aaron Foster brings a wealth of experience and expertise to the field of wealth management, boasting a distinguished career spanning over 13 years across banking, brokerage, and financial advisory. As a member of the Compound team, Aaron specializes in serving business owners, directors and executives, pre-retirees in the midst of business transitions, and ensuring that retirees enjoy their well-earned retirement to the fullest. Aaron's strength lies in his ability to forge meaningful, enduring relationships with clients that extend not only to the present but also across generations. His exceptional skill set includes crafting comprehens...
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Experience
Empower
2 years
Personal Capital
1 year
Travis Credit Union
2 years
Union Bank of California
2 years
Charles Schwab
7 years
Qualifications
San Jose State University
Business Administration - Finance, BS
College for Financial Planning
Personal Financial Planning, MS
Accredited Wealth Management Advisor™
AWMA™
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Master Planner Advanced Studies™
MPAS®
Specialities
Investment management
Financial planning
Retirement planning
Tax planning
Equity compensation
Estate planning
Risk management
Behavioral finance
Business owners
Entrepreneurs
Executives
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
newsroom 1 MIN
Compound Planning hails pivotal hire of nine financial advisors
newsroom 3 MIN
Compound Planning Solidifies Its Position as a Tech-Powered Leader in Wealth Management, Adding 9 Advisors to Team
FOR IMMEDIATE RELEASE DENVER and NEW YORK – Compound Planning , a leading digital family office known for its innovative approach in serving entrepreneurs, professionals, and retirees, today announces a strategic enhancement of its team with the addition of nine experienced financial advisors. This move underscores Compound Planning's commitment to providing exceptional, technology-driven wealth management services to its high net worth clients. Christian Haigh , Co-Founder and CEO of Compound Planning, shares, “We're not just growing; we're elevating the wealth management experience for our clients. The arrival of these nine advisors is pivotal, as it enriches our fusion of technology with personalized financial advice. Our clients deserve the best of both worlds – cutting-edge digital tools and bespoke advisory services. This blend is what sets Compound Planning apart in the realm of wealth management for affluent individuals and families.” The new team members, each joining from Personal Capital, a firm renowned for its technological innovation in financial planning, bring a diverse array of skills: Aaron Foster, CFP® : 13 years in guiding business owners through transitions and retirement planning at Personal Capital and Charles Schwab. Beau Simon : Over eight years of experience in comprehensive financial planning for high net worth clients at Personal Capital, Gerber Kawasaki, and Northwestern Mutual. Brad Porter : Over 10 years of experience, specializing in customized solutions for business owners and executives while at Personal Capital and Crestone Capital. Ian Wymore : Principal Wealth Advisor with 12 years of advising business owners and families at Personal Capital and Morgan Stanley. Nathan Bengali : Brings a rich 18-year background advising ultra high net worth and high net worth clients at Personal Capital and Northern Trust. Rachel Buffalo, CFP® : 9 years in wealth management, focusing on diverse client needs including tech employees at Personal Capital and Morgan Stanley. Shannon Lynch, CFP® : A decade of experience in managing high net worth client relationships at Personal Capital and UBS. Whitney Pappas : Director of Sales and Senior Wealth Advisor, with 17+ years in the industry at Personal Capital, Janus Capital, and Fidelity investments. Willem Bloemsma : 8+ years in providing tailored wealth management solutions to high net worth clients at Personal Capital and Foresters Financial. Each advisor's independent decision to join Compound Planning reinforces the firm's reputation as an innovator in blending high-end service with advanced technology. About Compound Planning: As your digital family office, Compound Planning offers a unique combination of personalized advisory services and a sophisticated digital platform, tailored for high net worth investors. Our holistic approach encompasses tax management, investment strategy, borrowing solutions, and more, all designed to empower informed financial decisions and a focus on what truly matters to our clients. For more information about Compound Planning and our approach to wealth management, please visit compoundplanning.com . Contact: Rob Stella, CFP® (617) 675-2311 [email protected]
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