Aaron Wiegman, CFP®

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.

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Del Mar, CA

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How Aaron works with clients
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“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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How can I help?

Succession Planning

ESTABLISH YOUR BUSINESS SUCCESSION PLAN
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.

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Financial Planning & Analysis

Take control of your financial future
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.
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Tax Optimization

STRIVING TO MINIMIZE YOUR TAX BURDEN

We aim to take the ambiguity 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.

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Retirement Planning

DREAMS INTO ACTIONABLE PLANS
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.
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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Monthly recaps on financial markets. Stay in the loop with Aaron.

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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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CONNECT WITH Aaron

Book a 30-minute introductory call with Aaron.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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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.

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