Aaron Szager (CFP®)

Aaron Szager focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Socially Responsible Investments

Planning Specialties

Tax Projections and Tax Planning, Equity Compensation (ISOs, NQSOs, RSUs, ESPP, 83(b), 10(b)5-1), Solutions for Concentrated Stock, Charitable Giving Strategies (CRAT, CRUT, DAF), Retirement Planning, Pre-to-Post IPO employees, Residential or Investment Real Estate Transactions

Additional Information

Aaron is a Wealth Counselor for OPCM with over 20 years of experience in the financial services industry. Before joining Osborne Partners, Aaron was the Group Manager overseeing a team of financial planners at a regional wealth management firm. Additionally, he was a senior financial advisor working with a broad spectrum of clients managing everything from their financial plan to asset allocation to stock concentrations. He brings a true passion for financial planning and deep experience helping clients solve complex financial issues. Aaron earned his BS in Business Management, Finance, and Economics at Salisbury University – Perdue School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ practitioner. Aaron lives in Redwood Shores, CA, with his wife Lynn, twin daughters Angela and Emily, and son Matthew.

NAPFA Start Date

February 09, 2023


This Office

One Embarcadero Center Suite 4100 San Francisco, CA 94111 Phone: (415) 627-0741

Other Offices

545 Middlefield Road Suite 165 Menlo Park, CA 94025 Phone: (415) 627-0741