Aaron Lang

Portfolio Analyst

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Clear Rock Advisors Aaron Lang
Dallas, Texas

Serving Clients Nationwide

Portfolio Analyst

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Aaron Lang is a Portfolio Analyst at Clear Rock Advisors. He is heavily involved with portfolio strategy, researching and analyzing investment products, and trading.

He started at the company as an intern in the spring of 2020. Prior to this role, he interned at BOK Financial as a Wealth Management Summer Intern, Waddell and Reed as a Broker Dealer Intern, and Twin Financial as a Marketing Coordinator Intern. He also served as an Equity Research Analyst at Texas Christian University’s Educational Investment Fund.

In May of 2020, Aaron graduated with a Finance and Accounting degree from TCU’s Neeley School of Business and John V. Roach Honors College. He is currently a CFA Level III candidate.


Affiliations

  • Financial Planning Association

Primary Location

4809 Cole Avenue suite 345, Dallas, TX

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Getting started with Clear Rock is easy. Click the 'Book Intro Call' button above and take a few minutes to complete our initial assessment to explore if working with Clear Rock is a good fit for you. Clear Rock is a full-service wealth management firm specializing in providing financial planning and investment management services for clients with investable assets above $2M.

Offers Investment Management

Yes

About our Firm

Clear Rock Advisors, LLC is a Texas-based SEC registered investment adviser serving high net worth families throughout the US. Clear Rock’s dedicated team of financial professionals have decades of proven expertise providing sophisticated solutions to diverse financial challenges.

Clear Rock’s proven Wealth Planning Process is derived from the personalized and complete wealth management solutions the firm owners’ families have used to manage multi-generational wealth for decades, and includes Holistic Financial Planning precisely coordinated with Comprehensive Investment Management.

Our goal-based financial plans are designed by experienced financial advisors that have earned the Certified Financial Planner (CFP®) designation to evaluate clients’ complete financial situation and implement personalized, integrated strategies to achieve specific client objectives. Our areas of expertise include:

✅ Planning for Retirement
✅ Generation Wealth Transfer
✅ Tax Planning
✅ Cash Flow Planning
✅ Executive Benefit Analysis
✅ Asset Protection

Our Investment Management program is distinct in its clarity of investment philosophy, disciplined investment process, and sophisticated portfolio management approach. Our firm’s philosophy is to Invest with Purpose, placing each client’s specific needs above all else. Attributes of the firm’s investment process include:

✅ Protect Wealth & Capture Opportunities
✅ Selective
✅ Superior Risk-Adjusted Performance
✅ Objective
✅ Disciplined

Clear Rock’s approach focuses on generating superior risk-adjusted performance through custom client portfolios designed to protect wealth and capture opportunities. The firm has decades of expertise managing portfolios constructed of diverse asset classes, including:

✅ Fixed Income
✅ Equities
✅ Alternative Investments
✅ Private Investments

Clear Rock emphasizes added diversification through alternative and private investment strategies that are less correlated to traditional stock and bond portfolios to improve performance during market
downturns.

At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.

Education

Texas Christian University

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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