Business claimed
Last updated: 2 days ago
- Edelman Financial Engines
Listed in:
Financial Planning Consultants
,
Investment Services Firms
About Aaron Schmoekel
“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challen Go to full description...
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M-F 8:30am-5pm, Sa-Su Closed
Business website
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“Be interested, not interesting” is my favorite quote, and a philosophy I apply to both my personal and professional lives as a financial planner. It’s why you can always find me taking on new challenges, from planting a citrus orchard to improving my pickleball game. And it’s also how, for 25 years, I’ve built relationships with clients here in California – getting to know them, listening to what they want from their life and their retirement, and helping them get there. Putting their best interest first, of course. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Services:
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management