As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron helps his client minimize their tax liability and keep more of their equity compensation so they can support the people they love and the causes they care about most. Whether in Silicon Valley, Austin, or the Tech Triangle, he works with pre-IPO executives and early employees at late-state tech companies. Aaron received his BA in Economics-Accounting-Spanish Literature from Claremont McKenna College, and his Juris Doctorate from the University of Illinois.

He formerly worked in Deloitte’s Private Client Advisory Department and spent three years in public accounting working on individuals, trusts, and estates before switching over to wealth
management. He became a CPA in 2008, and a CFP® in 2010. In 2019, Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two goldendoodles, and five chickens.

*DISCLAIMER – We are not giving any financial advice. Please DYOR*

(00:00 – 03:20) Opening Segment

– Aaron is introduced as the guest Host
– Aaron shares something interesting about himself

(03:20 – 27:56) Tax-advantaged strategy for Pre-IPO options

– Aaron share about what kind of assets he invested in
– He talks about if he only invests in stocks or if he also invests in alternative assets
– He also shares about the worst stocks that he had ever seen
– Aaron shares about What is the one tax secret he wishes people knew about
– Aaron also talks about the best and worst investment decisions he has seen
– He shares as well when should someone and pre-IPOs contact advisors
– He also talks about the recession

(27:56 – 30:37) Fire Round

– Aaron share his investment strategy
– Aaron also shares his favorite Finance, real estate book, or any related book
– Aaron shares about the website and tools that she can recommend
– Aaron’s advice to beginner investors
-Also he shares how she gives back

(30:37 – 32:14) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

 

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