Aaron Brodt

Aaron Brodt earned graduation with honors from New Mexico State University with a Bachelor of Arts degree in Finance with a minor in Management. He played basketball as a Scholar-Athlete as well.

Aaron Paul Brodt believes that values, client service, ethics, support, and growth are basics of his firm and he is heading his firm in the most effective manner.

Aaron Brodt is regarded for obtaining the designation of Certified Investment Management Analyst (CIMA®), administered by Investments & Wealth Institute ® and taught in conjunction with the Wharton School at the University of Pennsylvania.

Aaron Brodt is famed for his outstanding ability to incorporate technology in his various strategies and his ability to implement the devised strategy is totally unmatched.

Aaron Paul Brodt’s unsurpassed potential to integrate the technical solutions of investment and financial planning with ones’ underlying values sets him apart from his fellow wealth managers.

Aaron Brodt believes that amalgamation of values and technical solutions allows clients to connect their money to their meaning and live more gratifying lives.