AH
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
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
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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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