Aaron Hattenbach

San Francisco, CA

Verified Identity

President and Founder at

Rapport Financial

Years of Experience

15 years

Member Since

2023

Clientele

Business Owners

Tech Employees

Doctors

High Net Worth Individuals

Wealthy Families

Nurses

Services Provided

Investment Management

Business Retirement Solutions

Tax Planning

Financial Planning

Specialties and Expertise

Business Ownership Strategies

Tax Minimization Inv...

High Net Worth Planning

Alternative Investments

Portfolio Construction

Retirement Income

Credentials and Designations

CFP®

Certified Financial Planner™

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Series 63

Series 63 - Uniform Securities State Law Examination

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Pricing Models

Flat FeeAUM

Education

Brandeis University

Bachelor of Arts in Business and Political Science; Minor in Legal Studies

Obtained in 2009

Disclosures and Proof of License

SEC Profile

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