Aaron Wiegman, CFP®
Principal Wealth Manager
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Savvy Wealth
Aaron Wiegman, CFP®
Del Mar, CA
Serving Clients Nationwide
Principal Wealth Manager
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
About Me
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™ Professional
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 our Firm
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
- Boxing
- 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
- Living in Retirement
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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