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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

Verified Identity

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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