Rapport Financial is a team of Certified Financial Planners serving Small Business Owners, Physicians, and Tech Professionals as their Fiduciary Advisor.
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Vertically Partnered Management Process
Rapport employs a vertically partnered approach to the process of managing our client relationships.
The process we employ at Rapport is rigorous, disciplined and carefully crafted after more than a decade of partnering with other professional advisors. This process allows for us to objectively and systematically select CPAs, Estate Planning Attorneys, Tax Attorneys Insurance, Residential and Commercial Real Estate Experts, Bankers, and other professionals that our clients can trust and count on for all their financial needs. Clients receive a personalized written financial plan, an institutional quality investment portfolio, and a team approach to managing every aspect of their financial well-being.
Our Team
Aaron L. Hattenbach, CFP®, is the Founder and President of Rapport Financial, a independent registered investment advisory firm. With 14 years of experience in the financial services industry, having managed over $500 million in client assets, Aaron and the Rapport Team work closely with small business owners, physicians, and tech executives with equity based compensation.
Aaron received his BA in Political Science and Business from Brandeis University. At Brandeis he was an NCAA Collegiate Golfer, Academic All American and Captain of the Program. During his senior year he led a fundraising campaign to Save the Brandeis University Golf Team which raised over $22,000 in 8 weeks after it was announced that the program would be terminated indefinitely due to the 2008-09 Great Recession.
Experience:
- Financial Advisor at Merrill Lynch Wealth Management in San Francisco, CA.
- Investment Advisor at HighTower Advisors, one of the largest national registered investment advisory firms with over 100 billion in assets under management.
- Analyst, Portfolio Management and Research at Concentric Capital, an independent registered investment advisory firm with $100 million in assets under management.
Education, Certifications and Affiliations:
- BA, Political Science and Business from Brandeis University
- CERTIFIED FINANCIAL PLANNER™, CFP*
- FINRA Series 63, 65 Licenses
- Life, Accident and Health, Variable Contracts Insurance Licenses with the State of California
- Member, Financial Planning Association (FPA)
Community Involvement
- Investment Advisory Committee Board Member, Shalom Bayit
- Finance Committee and Business Circle Member, Hebrew Free Loan San Francisco
- Volunteer Coach, The First Tee of San Francisco
Media and Awards:
- Investopedia Top 100 Financial Advisor, 2018
- Contributor to Business Insider’s Your Money Vertical.
- Contributor to #1 Digital Media Brand for Financial Advisors, Nerd’s Eye View
- #1 Ranked Google Article for How to Start an RIA.
*The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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