Aaron Wiegman, CFP®
Principal Wealth Manager
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Principal Wealth Manager
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Tax-Smart Accumulation Planning
About Aaron Wiegman, CFP®
Hello there 👋🏼 I'm Aaron, and I have over 20 years of experience as a financial advisor.My expertise lies in assisting clients with prioritizing their financial plans. I achieve this by effectively managing cash flow, optimizing savings, tracking expenses, maximizing earnings, allocating portfolios, ensuring tax efficiency, and implementing risk management strategies.
By developing a comprehensive game plan that aligns with the client's values and goals, I foster open communication and strive to present complex concepts in a clear and understandable manner.
My ultimate objective is to maintain an approachable practice and meet clients wherever they may be on their financial journey.
➕ Get to know Aaron Wiegman
Aaron, a proud Wisconsin native, graduated from Wisconsin Lutheran College in 2000 with a Bachelor's degree in business administration. He kick-started his career in the operations and trading department of a small local broker-dealer.
Afterward, Aaron made the move to San Diego, and since then, he has been actively involved in the financial industry. Driven by his passion for continuous growth, Aaron obtained his CERTIFIED FINANCIAL PLANNING™ (CFP®) designation in 2011, complementing his securities licensing with insurance expertise.
Prior to joining Savvy, he was a Senior Lead Wealth Advisor at a prominent San Diego RIA. Currently, Aaron resides in the Del Mar area of San Diego alongside his girlfriend and beloved companion, Buddy, who happens to be his dog.
While remaining a devoted supporter of his hometown teams—the Packers, Bucks, Brewers, and Badgers—Aaron has shifted his focus from basketball to pickleball as his preferred active pursuit. Additionally, he has recently embraced the exhilarating journey of learning to box.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
Del Mar, California
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a free introductory call. Your initial meeting is an opportunity to discuss your financial goals, current financial situation, risk tolerance, and investment preferences. I'll ask pertinent questions to understand your financial aspirations and constraints. This meeting also allows you to assess if I'm well-suited to help you with your financial needs. I look forward to speaking with you.Offers Investment Management
Yes
About Savvy Wealth
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind.✔️ Personalized Financial Roadmaps
When you work with one of our Savvy Wealth Managers, you'll get a personalized financial roadmap tailored to your unique goals, designed to assist you in growing and safeguarding your assets for a secure financial future.
✔️ Curated Investment Portfolios
Expertly curated investment portfolios built around your unique financial preferences ensure that your investments are designed to meet your individual needs.
✔️ Dedicated Investment Team
Not just one wealth manager, but a fully dedicated investment team goaled on your financial success. Our investment team supports your portfolio through quarterly reviews and research-backed guidance.
✔️ Backed by Trusted Custodians
We partner with Charles Schwab and Fidelity to custody and safeguard your assets. Charles Schwab and Fidelity are registered with the Securities and Exchange Commission (SEC) and are both members of FINRA and the Securities Investor Protection Corporation (SIPC). Our custodians are subject to the SEC’s Customer Protection Rules to prevent misappropriation of your assets.
Why Savvy?
We specialize in technology-driven wealth management to provide a seamless view over your full financial landscape. Easily oversee your entire portfolio — including assets not directly managed by your advisor — all in one place.
Our investment team conducts quarterly portfolio reviews to assist your advisor in achieving your financial goals. We leverage technology to streamline onboarding processes, allowing your financial advisor to dedicate more time to your needs.
Education
Wisconsin Lutheran College, Bachelor of Business Administration, Finance and Marketing
Hobbies and Interests
- Basketball
- Exercising
- Family
- Golf
- Pickleball
- Sports
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Individuals
- Living in Retirement
- Technology Professionals
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
