Holistic Wealth Management Process
Rapport employs a holistic approach to the process of managing wealth and client relationships.
Our best client relationships are built on effective, ongoing communication and the implementation of our carefully designed three-step wealth management process. Our goal is to deliver clients a customized, well-diversified portfolio that meets their primary investment objectives and long term goals.
Aaron L. Hattenbach, AIF® is the Founder and Managing Member of Rapport Financial LLC. Aaron has been in the Wealth Management industry since starting his career with Alliance Bernstein in 2010. Prior to founding Rapport, Aaron served in various capacities in the investment advisory business, including:
- 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 40 billion in assets under management. While at HighTower, Aaron and his Partner managed over $400 million in assets for ultra-high net worth and institutional clients.
- Analyst at Concentric Capital, an independent fee-only registered investment advisory firm with $100 million in assets under management. Aaron served as an analyst and was responsible for portfolio management, as well as equity and fixed income research.
Aaron earned a Bachelor of Arts in Business and Political Science from Brandeis University where he was an Academic All-American and served as Captain of the Varsity Golf Team. Aaron currently serves as Co-Chair of the Young Adult Leadership Committee at Congregation Emanu-El and is on the Brandeis Alumni Admissions Council where he conducts student interviews for university applicants. In addition, Aaron is a Contributor to Business Insider’s Your Money Vertical where he writes about stock based compensation and the wealth management industry.
Aaron holds FINRA Series 63, 65, Life, Disability and Long-Term Care Insurance Licenses with the State of California. Aaron is also an Accredited Investment Fiduciary (AIF®) and a CFP Candidate studying at the College For Financial Planning (CFFP).
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