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Aaron Stern CFP®

Director of Advanced Planning

Aaron joined CWWMG in 2020 with over 25 years of experience in the financial sector. Having worked for Vanguard for more than 20 years, he is excited to share his expertise and be a part of CCWMG’s Milestone Clarification Process, retainer-based planning. He has earned his CERTIFIED FINANCIAL PLANNERTM designation, a Master’s Degree in Business Management, and is FINRA registered.

Aaron loves the outdoors, going to the beach, and bicycle riding with his family. He also loves watching trains with his son and taking his dog for long walks on the nearby trails. Having grown up in the area, he also has many memories with his Father, including watching trains along with visiting Valley Forge Park and Maplecroft Farm Dairy that was nearby.

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Top 12 benefits of Retainer-Based Planning.

There are several differences between standard retainer-based advisors and retainer-based clients, some that people don’t even think about. Check out the top 12 benefits of retainer-based planning!

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The top 12 benefits of Retainer-Based Planning.

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