Arunn Chanthirakanthan

Full Stack Software Engineer

Before working with Aaron, my understanding of personal finance was limited to a spreadsheet of my finances. Aaron not only helped me improve that system, he took it further by helping me think strategically and plan around future goals. From our very first conversation, I knew he was the man for the job because he genuinely loves what he does, and is reflected in how he makes financial planning feel approachable, clear, and always aligned with future goals. He’s helped me get more organized, better understand our options and investments, and built a plan that gives me confidence and peace of mind. From managing risk to navigating retirement accounts and long-term investing, Aaron has guided me with tremendous patience and clarity every step of the way. I continuously look forward to our check-in meetings to either catch up or talk future plans.

The testimonial shown is from a current client based on their experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance for success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. SMRU 8415704.1