Del Mar, CA
Aaron Wiegman
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.
Aaron
’s team
Savvy Investment Team
Erica Luchetti
Erica Luchetti, a Senior Client Service Associate, offers over 15 years of experience in operations and client service within the financial, music, and automotive industries. Her career began as a temporary receptionist in financial services, where her adaptability secured a permanent assistant role, igniting her professional growth. Erica excels at supporting financial advisors by overseeing daily operations, promptly addressing client needs, managing onboarding and account transfers, executing investment transactions, and ensuring accurate data. She collaborates seamlessly with external professionals, such as custodians, CPAs, and estate attorneys, while upholding rigorous compliance with policies and regulations. Driven by a passion for exceptional client experiences, Erica seeks to optimize workflows and cultivates trusted relationships. Beyond work, she treasures family moments, adores animals, dives into books, enjoys live music, and recharges by the water in the sunlight, maintaining her vibrant energy.
Financial planning decisions are unique for each client situation and I enjoy working with clients to help them solve the ever-changing puzzle.
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ESTABLISH YOUR BUSINESS SUCCESSION PLAN
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
Take control of your financial future
Financial Planning & Analysis
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re 100% prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
Published Content
Aaron
’s published work
Aaron
’s resources
Your Nike Employee Financial Playbook
Download Your Nike Employee Financial Playbook — a Nike-specific guide packed with real-world scenarios, step-by-step actions, and practical tools to help you master your Total Rewards package with confidence.
Download the guide
Get to know
Aaron
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, he 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.
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How did you become a financial advisor?
During my college years, I developed a keen interest in finance. It all started when I pursued an investment-related internship, which was made possible through an introduction by my college basketball coach, to a local referee that was a stockbroker by day. This internship, which began in my junior year, became a significant part of my journey as I learned the basics of the investment world through the lens of the operations and trading department within the brokerage.
Once I moved to San Diego, I began my career working with clients as a financial advisor and helping them make smart choices with their money. Both of my parents and two of my siblings are teachers, and while I didn’t necessarily go that route, I like to take an educational approach with my clients, ensuring that my clients are equipped with the knowledge they need to navigate their financial endeavors
What types of clients do you work with?
What areas of expertise do you have?
What kinds of strategies do you help clients with?
I enjoy developing comprehensive financial plans for each client, tailoring strategies based on their unique priorities and goals. I believe in creating a holistic investment management approach, assisting clients with various aspects of their employee equity compensation, business succession planning, retirement plan decisions, tax-efficient savings and distribution strategies, insurance planning (life, disability, LTC), charitable giving, and estate planning. It’s never a one-size-fits-all all with my clients, everyone has different financial needs and we build a plan that we will be constantly updating and adjusting to reflect the goals and strategies that keep up with a client's ever-changing life
What is your favorite part of working with clients?
Everyone comes from a different background, relationship with money, upbringing, values, goals, etc. I enjoy learning about their financial journey and being that trusted advisor to help them get to where they want to be. Financial planning decisions are unique for each client situation and I enjoy working with clients to help them solve the ever-changing puzzle.
What is it like partnering with Savvy?
I was looking for the right partner to work with that would have the tools and resources that would A) be the most helpful to the clients that I serve in helping them achieve their financial goals and B) support my efforts in growing a practice that allows me to be my authentic self. Savvy gives me the opportunity to focus on my client relationships and help them achieve their financial goals and not spend my time and energy on systems, technology, and operations.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials provided by advisors. However advisors may have an indirect financial incentive to provide testimonials.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.