The Fintech Company Founder & HR Executive
A sabbatical, a company sale, and a net worth that changed almost overnight. They needed a plan that could keep pace with all of it.
One Advisor.
Every Generation.
Build Rapport. Generation to Generation.
Built one living room at a time, Rapport Financial is an independent financial planning and wealth management firm based in San Francisco and serving clients nationwide. We help business owners and equity stakeholders navigate the complexity of professional success through coordinated planning and institutional-quality investment management.
- Assets Under Management
- $60 million+
- As of September 1, 2026
- Families Currently Served
- 32
- Years of Experience
- 16
- Clients Served
- Across the U.S.
Who We Serve
We work with people who've worked hard to build something worth protecting.
Business owners and equity stakeholders across the country, professionals who want more than investment management.
Learn about our servicesBusiness Owners & Entrepreneurs
From launch to exit, including law firm partners going independent, practice owners, and founders at every stage of growth.
Physicians, Attorneys, and Technology Equity Stakeholders
Complex compensation, practice ownership, student debt, equity awards, and professional liability demand an advisor who understands your world without cutting corners.
"Every great plan begins with understanding the people behind it."
Aaron Hattenbach, CFP® · Founder & Principal
Trained At
AllianceBernstein
HighTower Advisors
Merrill Lynch
Institutional training. Kitchen table conversations.
The Rapport Difference
We don't just manage portfolios. We manage your financial world.
01
Multigenerational Relationships
We serve clients from their 20s through their 80s, and the families that connect them. We communicate differently with each generation because we understand what each one needs.
02
Institutional Pedigree. Boutique Attention.
Trained at AllianceBernstein, HighTower, and Merrill Lynch. Aaron left to build something better. A firm small enough to know your family by name.
03
Your Financial Quarterback
We coordinate with your estate attorney, CPA, and other professionals so their work reflects your broader financial plan and reduces the risk of overlooked or conflicting decisions.
04
Built by a Business Owner, for Business Owners and Equity Stakeholders
Aaron bootstrapped Rapport Financial. That firsthand experience shapes every conversation he has with the attorneys, physicians, CPAs, and entrepreneurs he serves.
Meet the Team
The people behind your plan.
Rapport Financial is a boutique firm, deliberately small so every client gets the attention they deserve.
Aaron Hattenbach, CFP®
Founder & Principal
I grew up in a family where finances and long-term planning weren't emphasized. Those early experiences shaped my mission: to help individuals and families make confident, informed decisions so they can achieve the goals that matter most.
I built Rapport one living room at a time, driving to clients' homes, sitting at kitchen tables, listening to their stories. Those conversations have grown into relationships spanning multiple generations.
CFP® professional
16 Years of Experience
Provisors, San Francisco
Growth and Strategy Committee, Jewish Federation Bay Area
Ben Pieroni
Client Associate
Like Aaron, I became interested in financial services at a young age after realizing how much a comprehensive financial plan could have impacted my family. That recognition set me on a path toward building the industry knowledge and skills to help as many people as possible find genuine financial security.
After graduating from the Ohio State Fisher College of Business, I found a passion for process and execution. I specialize in workflow design, custodial operations, and client communication, pairing technology with established organizational strategies to support an organized, responsive, and personalized client experience.
Financial Services Experience Since 2018
Ohio State Fisher College of Business
Operations & Client Experience
Based in Brooklyn, NY
Our Services
A complete approach to your financial life.
We go well beyond investment management, because your financial life is bigger than your portfolio.
01
Investment Management
Disciplined, personalized portfolio management, asset allocation, asset location, rebalancing, and tax-loss harvesting.
02
Financial Planning
Meticulous, comprehensive planning addressing every dimension of your financial life, from cash flow to retirement to legacy.
03
Tax Planning & Strategy
Proactive, tax-aware planning coordinated with your CPA to help manage current and long-term tax exposure.
04
Estate & Legacy Planning
Coordinating with your estate attorney and other professionals to align your estate documents and beneficiary designations with your wishes and values.
05
Insurance & Risk Management
A thorough analysis of your insurance needs and a plan for implementing coverage to protect you and your family.
06
Professional Practice Planning
Succession, continuity, retirement plan design, entity structure, and tax planning, built for attorneys, physicians, CPAs, and business owners.
07
Multigenerational Advisory
Financial education, planning, and guidance for every generation of your family, with no minimums imposed on clients' children.
08
Charitable Giving & Philanthropy
Coordinating charitable strategies designed to support your giving goals, consider potential tax benefits, and reflect the legacy you want to create.
How We Work
Getting started is simpler
than you think.
Prospective Clients
-
1
Intro Meeting
We start with a 30-minute introductory call, a chance to get acquainted without any commitment. You'll learn how Rapport Financial works, who we serve, and what working with us looks like in practice. We'll learn about your situation, your goals, and the questions on your mind.
If there's mutual interest, we schedule a Discovery Meeting.
Time to Next Step: 1–2 Weeks -
2
Discovery Meeting
This is a deeper conversation, typically 60 to 90 minutes, where we explore your full financial picture. We discuss your goals, concerns, current investments, tax situation, insurance, estate planning, and any major life events on the horizon.
This meeting gives us what we need to assess the planning opportunities worth pursuing together, and gives you a clear sense of how we think and work.
Time to Next Step: 1–2 Weeks -
3
Scope of Engagement & Agreement
If we're aligned on fit and ready to move forward, we deliver a personalized Scope of Engagement Letter outlining the specific planning deliverables you can expect from us, and the fee.
Once you've reviewed and decided to proceed, you sign our Investment Management Agreement and custodial paperwork digitally via DocuSign.
Time to Next Step: 1–2 Weeks
New Clients
Once you've signed on, we move into a structured onboarding process designed to get everything in order, and get to work.
-
4
Welcome & Onboarding
Welcome to Rapport Financial. You'll receive a personalized New Client Welcome Letter that walks you through our operational practices, the technology platforms we use, and how we communicate with clients throughout the year.
You'll be invited to our planning portal and given access to the tools and resources that will support your financial life going forward, so that when we dive into your strategy, we're starting from a solid foundation.
Time to Next Step: 2–3 Weeks -
5
Data Gathering & Formalizing Your Strategy
With the administrative foundation in place, we shift into the substance of the planning relationship. We share our Financial Planning Discovery Checklist, a structured document-gathering guide covering investments, tax returns, insurance policies, estate documents, employee benefits, and more.
From there, we explore your risk tolerance, investment history, and financial goals in depth. We formalize your Investment Policy Statement (IPS), a written framework that governs how your portfolio is constructed and managed, and begin building your comprehensive Financial Plan.
After Onboarding
The Ongoing Relationship.
The process doesn't end at onboarding, it evolves. Here's what the ongoing relationship looks like for Rapport Financial clients.
01
Quarterly Review Meetings
Four times a year, we meet to review your portfolio performance, revisit your goals, and address anything that's changed in your financial life or the broader market. These meetings keep the relationship active and the strategy current.
02
Annual Review Meeting
Each November or December, we send clients a comprehensive Year-End Planning Questionnaire covering tax strategy, savings opportunities, benefits, gifting, and life changes. Your responses help us identify and prioritize planning opportunities to consider before year-end.
03
Ad Hoc Access
Because we keep our firm deliberately boutique, clients have direct access to our team and can book time on our calendar when questions or financial decisions arise.
04
Weekly Newsletter
Every Monday morning, we send a brief recap of the prior week's market events and what they may mean for your financial picture. It's our way of keeping you informed, clearly and concisely, every week.
05
Quarterly Performance Reports
Each quarter, you receive a detailed performance report on your portfolio, clear, contextualized, and easy to read alongside your client portal access.
06
Supplemental Market Updates
Between quarterly reports, we send regular email updates on current events and how they may affect your investments, helping you understand what is happening and why it matters.
Illustrative Case Studies
Every situation is different. Every plan should be, too.
Explore composite case studies based on the experiences of multiple clients, showing how Rapport Financial approaches complex planning decisions.
Fintech Company Founder & HR Executive
Equity Compensation · Risk Management · Family Planning
Doctor & CFO of the Medical Practice
Estate Planning · Gifting Strategies · Retirement Planning
The Doctor & CFO of the Medical Practice
An eight-figure net worth, two blended families, and five adult children. They needed more than investment management, they needed a holistic plan for legacy.
Lawyer & Firm Owner, Education Consultant
Business Launching · Tax Planning · Education Savings Planning
The Lawyer & Firm Owner, Education Consultant
Leaving BigLaw to launch his own firm created extraordinary opportunity, and extraordinary complexity. They needed a plan for both.
Ready to build something that lasts?
A conversation is the first step toward understanding where you are today, what matters most to you, and how we may be able to help.