Aaron Agte (CFP®)

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

  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Real Estate Investments
  • Retirement Plan Investment Advice

Planning Specialties

  • Employee Equity Compensation (ISOs, NQSOs, RSUs, ESPP, etc.)
  • Comprehensive Financial Planning
  • Financial Life Planning
  • Behavioral Finance and Happiness Research
  • Real Estate Equity

Additional Information

I provide fee-only comprehensive financial planning and investment management for couples who need help with their employee benefits, including Incentive Stock Options (ISOs), NQSOs, RSUs, ESPP, and their 401k.

NAPFA Start Date

July 02, 2019


This Office

48 Port Royal Ave Foster City, CA 94404-3581 Phone: (650) 600-3963