Creative Capital Wealth Management Group is excited to announce that Aaron Stern is joining their firm as an additional Certified Financial Planner. Aaron joins the team with over 25 years of experience in the financial sector. Aaron has worked for Vanguard for over 20 years and is ready to share his expertise and be a part of the evolution of Creative Capital Wealth Management Group’s Milestone Clarification Process, retainer based planning. Creative Capital is excited to expand their knowledge and continue focusing on the outcomes that matter for their clients.
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About CCWMG
We are changing the way financial advice is given. We specialize in retainer-based financial planning with no assets required to become clients. It is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach their goals. A flat fee, quarterly retainer with NO assets required to be managed by us. Sometimes where you have your money is where it might belong, but that doesn’t mean you don’t need advice you can trust. Our clients like our CFP® lead planning and no-conflict with product sales advice.
