Aaron Mellman

Aaron MellmanCFP®

Senior Planning Associate

Aaron’s responsibilities include data analysis, supporting client relationships and assisting wealth managers in developing comprehensive financial plans.

What sparked your interest in financial planning? What fuels you every day in your work?
What really sparked my interest in financial planning is understanding that people have goals but need help in achieving those goals. What fuels me through every day is being able to help simplify people’s lives while also striving to help them achieve their goals.

What’s the one thing people say you’re best at?
Research. I love to research and get to the bottom of an issue. Finding out the why of an issue is very important.

What’s the best career advice you ever got?
No matter what your skill level, clear communication is important.

What’s a destination in the world that you aspire to visit?
I’d like to visit Italy. I really would like to try an authentic Italian pizza and experience the Italian culture.