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Aaron Hattenbach | Financial Advisor

Profile img for Aaron Hattenbach, financial advisor at Rapport Financial
San Francisco, CA
Aaron Hattenbach
Financial Advisor
President and Founder at
Rapport Financial

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Important Disclosures

Specialties and Expertise

6
Business Ownership Strategies
Tax Minimization Investment Strategies
High Net Worth Planning
Alternative Investments
Portfolio Construction
Retirement Income

Clientele

6
Business Owners
Tech Employees
Doctors
High Net Worth Individuals
Wealthy Families
Nurses

Credentials and Designations

3
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Certified Financial Planner™

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Series 63 - Uniform Securities State Law Examination

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
Brandeis UniversityBachelor of Arts in Business and Political Science; Minor in Legal StudiesYear Obtained: 2009
Quick Facts About Aaron
Years of Experience:15 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Business Retirement Solutions

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Tax Planning

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Financial Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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San Francisco, CA
Aaron Hattenbach
Financial Advisor
President and Founder at
Rapport Financial
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