Fort Collins, CO
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™
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