Aaron works as a Private Wealth Advisor for Halpern Financial Inc, and is the founder of Gig Wealthy, an online financial education start up that strives to provide access to elite planning strategies to underserved small business owners. He is the winner of the Financial Planning Association of National Capital Area’s 2022 Emerging Leader Award, as well as a 2022 Washingtonian Top Financial Advisor in the Washington DC area.
As a Wealth Advisor for Halpern Financial, Inc., Aaron directly engages with affluent clients to help them navigate the complex choices that surround making smart money decisions for themselves and their families. By focusing on both the quantitative and behavioral dynamics surrounding money, he helps clients identify goals, create a plan of action, and take action—all to optimize their finances for years to come.
As the founder of Gig Wealthy he works to ensure that small business owners who would normally be excluded from gaining access to regular financial planning business models are able to gain access to resources, tools, workshops, and content to help grow their wealth over time. Focused on helping those that the standard industry business models do not support, the Gig Wealthy brand is redefining who has access to the tools and strategies to grow their wealth on their own time and terms. Though they do not provide any financial advice, some of the best strategies and resources known to elite planners can be found by all through the platform.
Aaron’s insights include:
The difference between fee-base and fee-only
How to prep clients in times of uncertainty like the pandemic
How emotions like fear can factor into client’s making decisions with their financial planning
His financial planning blog service, Gig wealthy
Why it’s okay to say “I don’t know” and the importance of asking questions
Enjoy the show!
Connect with Aaron:
Website: https://halpernfinancial.com/
Website: https://gigwealthy.com/
LinkedIn: https://www.linkedin.com/in/aaronwayneclarke
Connect with Gary:
Website: https://sbadvisors.cc/
Facebook: https://www.facebook.com/SmallBusinessAdvisors
LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/
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