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Aaron Schmoekel

CFP®, RICP®

picture of a planner

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 PLANNERâ„¢

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

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