Des Moines, IA
Aaron Schomer
Principal & Senior Wealth Advisor
Aaron Schomer is a CFP® that brings over 20 years of experience in assisting clients in their Wealth Management needs. Aaron works with high-net worth and ultra high-net worth business owners, executives, professionals, and families. He is passionate about helping individuals and families make wise financial decisions and encompasses all facets of life to assist in making appropriate decisions - including income tax planning, estate planning including estate tax mitigation and complex estate design, cash flow planning, gifting strategies, and tax-efficient investing. Aaron grew up in the Des Moines, Iowa area and received his B.S. in Accou...
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Experience
Choreo
3 years
RSM US Wealth Management
18 years
Foster Group
3 years
Qualifications
Simpson College
Accounting, B.A.
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Specialities
Investment Management
Fixed Income
Alternative Investments
Financial Planning
Tax Planning
Estate Planning
Risk Management
Exit Planning
Asset Allocation
Behavioral Finance
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.
Your personal family
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