Aaron S. Pearson
CFP®
Financial Advisor
Everyone’s situation and needs are different. I love working at Savant because our approach allows advice to be tailored to differing client scenarios.
Skip to content
Education &
Affiliations &
Aaron is a financial advisor in Savant’s Vienna, VA office.
As a CERTIFIED FINANCIAL PLANNER® professional, Aaron is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Aaron has been involved in the financial services industry since 2016. Prior to joining Savant, he was an associate advisor for an RIA Firm based in Seattle. Before that, he was a teller, loan officer, and member service representative for Mountain America Credit Union and KeyBank.
Aaron is a member of the Financial Planning Association. He earned a bachelor of science degree in personal financial planning with minors in business management and accounting from Utah Valley University.
Aaron and his wife Stephanie have two sons, Oliver and Matthew. He loves to spend time outdoors camping, hiking, fishing, and kayaking. He also enjoys playing the piano, reading, cheering for the Utah Jazz and Boston Celtics, and watching a good movie.
Education &
Designations
- Utah Valley University
Bachelor of Science in Personal Financial Planning - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Financial Planning Association – member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.