Aaron Robertson

Aaron Robertson

Associate Advisor

Phone: (319) 626-3575 or 1-888-338-9726
Fax: (319) 626-3590
E-mail:

Specializes in helping clients understand their finances, identify goals, develop a plan to reach those goals, and work that plan.

 

A Goal-Oriented, Positive Perspective

No matter where you are right now, it is possible to understand what’s going on with your money and to develop a realistic plan that moves you toward a win, as you define it. Knowledge, intention, and perspective can become your allies as you manage cashflow, pay down debt, and invest for retirement. Your best advisor will be one who helps you create a positive plan for your personal finances.

Even though Aaron has been investing since high school, he understands how hard it can be to save. “I know that putting money into a Roth IRA is just moving it from one pocket to another, but it feels like I’m losing that money.” He knows that smart money choices are sometimes difficult emotionally, and he’ll help you stay on track for your long-term goals.

Aaron’s own goals are about spending time with his family, including his wife and daughter, as well as his brothers, with whom he trains and competes in triathalons. A standout in high school wrestling for Riverside, Aaron knows that by setting and meeting goals that suit our changing lives, winning is always possible.