1945 Old Gallows Road Suite 505 Vienna , VA 22182

703.288.0500

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.

Education &
Designations

Utah Valley University
Bachelor of Science in Personal Financial Planning with minors in Business Management and Accounting
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.

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