Sign In

Cfp® Aaron Hattenbach

CERTIFIED FINANCIAL PLANNER™ providing financial planning and investment management to Tech Professionals and Physicians. #1 Google Ranked Article for How to Start an RIA Firm

Aaron Hattenbach, a CFP® professional, is the founder and Managing Member of Rapport Financial, a fee-based Registered Investment Advisory firm based in San Francisco, CA. With a robust background in financial services, including roles at notable institutions like Merrill Lynch and Alliance Bernstein, Aaron specializes in advising high-earning technology professionals and physicians on wealth management and investment strategies. Having managed over $500 million in client assets, he focuses on comprehensive financial planning, investment management, tax minimization strategies, estate planning, and more. Aaron's educational background includes Business Administration, Politics, Business, Legal Studies, and certifications in CFP, AIF, among others. He is committed to serving successful individuals and families in the accumulation phase of their careers by providing independent and fiduciary financial guidance to help them achieve their financial goals.

Cfp® Aaron Hattenbach
Add to my network

Location

San Francisco, California