Founder / Wealth Advisor / Chief Humor Officer
Aaron has been a holistic financial advisor since 2006, and holds the Certified Financial Planner™ designation, as well as a Master's of Science in Personal Financial Planning.
Aaron is living the dream, as he finds immense meaning, fulfillment, and fun in both his work and personal life. He is known to provide (attempted) humor to various conversations, as one of many ways to reduce client stress around money. Aaron also teaches courses on charitable giving for organizations like the Santa Barbara Foundation.
Co-Founder / Financial Paraplanner / Chief Education Officer
Kristen co-founded Abundant Wealth Partners, LLC with Aaron — her spouse since July 2009. She was an educator who taught high school science for 13 years. The "great reshuffle" of COVID-19 combined with her intellectual curiosity paved the way for a career change.
Kristen is an investment advisor representative, having successfully passed the Uniform Investment Adviser Law (Series 65) exam. She provides administrative and financial planning support for Aaron.
Being rich is having money.
Being wealthy is having time.