Aaron Schmoekel (CFP®, RICP®)

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

  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues

Planning Specialties

One of my specialties is retirement income planning so clients can find their optimal withdrawal rate.

NAPFA Start Date

April 02, 2021


This Office

712 Main St Ste 202 Woodland, CA 95695-3486 Phone: (530) 668-8323