Aaron
Wakley , CRES
Partner -
Partner Aaron has been a part of the financial services industry since 2015, after graduating with a bachelor’s degree in mathematics and communication from Thiel College. He joined Prestige Wealth Strategies a few years later after getting started. As a financial consultant, Aaron’s focus is on goal-based wealth management, and helping individuals, families, and businesses implement these strategies in pursuit of their short- and long-term financial objectives. Aaron holds a Certified Retirement Education Specialist (CRES) designation and is currently studying to achieve his Certified Financial Planner (CFP®) designation. Aaron in his time off enjoys spending time with his family, golfing, and watching football on Sundays. Aaron is originally from North East, PA where he started his practice and is now a resident of Millcreek, PA where he lives with his wife Allie, his son Asher and their beloved cat Copper.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
PRESTIGE Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.