Aaron’s Approach
Aaron S. Pearson
CFP®
Financial Advisor
Overview
Aaron Pearson serves as a financial advisor in Savant’s Vienna, Virginia, office, where he focuses on comprehensive financial planning for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional, Aaron helps clients navigate wealth transfer and philanthropy strategies, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance evaluations, debt management, and education funding.
Aaron began his career in financial services in 2016. Before joining Savant, he worked as an associate advisor for a registered investment advisory firm in Seattle. He also held roles as a teller, loan officer, and member service representative at Mountain America Credit Union and KeyBank.
He is a member of the Financial Planning Association and earned a bachelor’s degree in personal financial planning, with minors in business management and accounting, from Utah Valley University in Orem, Utah.
Aaron and his wife, Stephanie, have three sons. He spends much of his time outdoors camping, hiking, fishing, and kayaking. He also enjoys playing the piano and organ, reading, watching a good movie, and cheering for the Utah Jazz and the Boston Celtics.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Utah Valley University
Bachelor of Science in Personal Financial Planning with minors in Business Management and Accounting
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Financial Planning Association – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.