by admin

MANAGEMENT TEAM

Aaron L. Hattenbach, CFP®, is the Founder and Managing Member of Rapport Financial, an independent advisory firm.  With 14 years of experience in the wealth management industry, having managed over $500 million in client assets, Aaron works with small business owners, tech executives with equity based compensation, and physicians. 

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

*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.

 

Media and Awards:

©2024 Rapport Financial
Top