Aaron Safier, AWMA®, LUTCF
Chief Financial Advisor
The core of his practice is built around establishing and maintaining long-term relationships with his clients. When first meeting a client, he takes the time to understand all the different aspects of their life, career, and their financial landscape. Aaron has been in the financial services industry for 14 years. In this time, he has garnered experience working with individuals, families, entrepreneurs, and those in the special needs community on a multi-faceted level addressing their overall financial and wealth management needs. While working with clients he brings a plethora of experience through the strategic partnerships he has with attorneys, tax advisors, and other professionals that permit us to suit all of our clients’ current and potential needs.
Aaron enjoys the creativity and intuition involved behind putting a coordinated and collaborative financial plan together that helps a client achieve their financial goals. Recognizing that not every strategy is applicable to everyone, he works hard to customize solutions for his clients to help ensure their needs are met. A key element to Aaron’s value is his commitment to learning more about nuances in the financial industry. As a result, he has successfully completed the accreditation exam to become an Accredited Wealth Management Advisor and a Life Underwriter Training Counselor Fellow. He is also an avid reader on behavioral finance. He has been a frequent guest speaker on financial literacy topics at a variety of corporations, hospitals, and non-profit organizations. As an active alum in his high school he frequently provides financial literacy workshops to graduating seniors on different aspects of personal finance. More notably, Aaron has been a guest speaker on television to discuss the different aspects about planning for families that have children with special needs.
In his free time Aaron enjoys weightlifting, running, and playing sports. He lives in Teaneck, NJ, with his wife, Pnina, and their son, Judah.