How to navigate the 2025 Tax Cuts and Jobs Act sunset
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Fort Collins, CO

Aaron Foster

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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(720) 399-5659

[email protected]

LinkedIn

Experience

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Empower

2 years

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Personal Capital

1 year

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Travis Credit Union

2 years

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Union Bank of California

2 years

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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™

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

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Compound