Aaron
Schmoekel
CFP®, RICP®
Here to act in your best interests
About me
I started investing as a teenager with money from my lawn mowing business and I have always loved the financial services business because it encourages hard work, imagination and planning for the future. I have a passion for learning, teaching and coaching personal finance.
Certifications
CERTIFIED FINANCIAL PLANNER™
Retirement Income Certified Professional®
Education
Bachelor of Science, Business - Finance Concentration - California State University, Sacramento
Visit one of our Locations
Sacramento II - Roseville (West)
2130 Professional Drive
Suite 190
Roseville, CA 95661
Sacramento III - Woodland
712 Main Street
Suite 202
Woodland, CA 95695
Working with Us
Certain services provided on an educational and guidance basis only.
