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Aaron Skloff, AIF, CFA, MBA
CEO at Skloff Financial Group - Phone 908.464.3060
Professional Background
Aaron Skloff is a seasoned financial professional with over 25 years of dynamic experience in the financial services industry, particularly on Wall Street. He has built a remarkable career that showcases his dedication to client success through his positions as CEO at Skloff Financial Group and Skloff & Company, as well as his significant role as a Financial Advisor at UBS Financial Services Inc. His deep knowledge and expertise are further demonstrated through his previous work as a Senior Research Analyst at HSBC Asset Management and various analytical roles at reputable financial institutions including Palisade Capital Management and Financial Partners Capital Management.
In his current capacity, Aaron leads a firm dedicated to achieving financial goals for a broad clientele that includes individuals, families, and small-to-medium sized companies and organizations. With a strong commitment to fiduciary responsibility, his firm offers a wide range of financial services designed to meet various needs, from estate planning and retirement strategies to tax-advantaged investments and portfolio management.
Education and Achievements
Aaron Skloff holds several prestigious qualifications that underscore his extensive expertise in the field of financial management. He has earned the Accredited Investment Fiduciary (AIF) designation, which reflects his commitment to acting in the best interests of his clients. Furthermore, he is a Chartered Financial Analyst (CFA), a credential recognized globally for its rigorous training and ethical standards. Aaron also completed his Master of Business Administration (MBA) in Finance from the highly esteemed NYU Stern School of Business, enhancing his financial acumen and providing him with a robust foundation for his career.
In addition to his formal education, Aaron's contributions to the field of finance extend to academia. He has taught finance courses at Rutgers University, sharing his wealth of knowledge with aspiring finance professionals. His insights have also garnered recognition in major publications; he has been cited in BusinessWeek, Fortune, Dow Jones, Associated Press, Princeton Business Journal, Reuters, The New York Times, and The Wall Street Journal, establishing him as a trusted voice in the financial community.
Certifications and Licenses
In addition to his core credentials, Aaron possesses a range of certifications that enhance his capacity to serve clients effectively. He is insurance licensed across the United States and holds certifications from multiple states for Long-Term Care Insurance. These licenses and designations include:
- California Partnership for Long-Term Care Insurance certified
- Connecticut Long-Term Care Partnership Program certified
- Indiana Long-Term Care Partnership Program certified
- Minnesota State Partnership for Long-Term Care Insurance certified
- New Jersey State Partnership for Long-Term Care Insurance certified
- New York State Partnership for Long Term Care Insurance certified
- Pennsylvania State Partnership for Long Term Care Insurance certified
- Virginia State Partnership for Long Term Care Insurance certified
- Wisconsin State Partnership for Long Term Care Insurance certified
These certifications not only showcase his expertise but also reflect his commitment to providing comprehensive care and support for his clients’ long-term financial well-being.
Specialties and Services Offered
Aaron Skloff's extensive experience as a Registered Investment Advisor (RIA) allows him to offer a variety of specialized services on a fee basis. His core specialties include:
- Individual Account Management: Guidance and management of retirement accounts such as 401(k), 403(b), and 457 plans, ensuring clients are on track to meet their retirement goals.
- Estate Planning: Strategic planning and management of estates to ensure smooth transitions of wealth and minimize taxes.
- Financial Planning: Customized financial strategy development, aimed at achieving short-term and long-term financial aspirations.
- Retirement Strategies: Tailored retirement solutions that focus on sustainable income and legacy preservation.
- Tax Advantaged Investments: Effective investment strategies designed to maximize tax efficiency.
- Portfolio Management with Fiduciary Responsibility: Active management of investment portfolios adhering to fiduciary principles, prioritizing clients’ interests at all times.
- Group Benefits and Retirement Plans: Implementation of employee benefits and retirement plans such as 401(k), 403(b), and 457b that empower companies and their employees.
- Insurance Solutions: Comprehensive offerings in disability, life, and long-term care insurance, ensuring clients are protected against unforeseen events.
For more details, you can visit his corporate website Skloff Financial Group. With a robust set of skills and a client-centered approach, Aaron Skloff continues to make a significant impact in the world of finance, helping clients navigate their financial journeys successfully.
