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Expert
MenuAaron Hattenbach, CFP® RIA Founder, CFP, Consultant to Fintech Startups
Founder of Rapport Financial in San Francisco, CA. CERTIFIED FINANCIAL PLANNER, CFP® to Tech Professionals, Physicians and Small Business Owners.
Previous experience with: Merrill Lynch, HighTower Advisors and Alliance Bernstein.
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27
Calls |
6
Reviews |
Areas of Expertise
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AH$8.33/min per minute(8)Launching Your RIA FirmAaron Hattenbach, CFP®Created 8 years agoBuilt the entire infrastructure/operations/technology offering for my Registered Investment Advisory Firm (RIA), Rapport Financial after spending a decade working in 3 different wealth management business models including: Wirehouse, RIA Aggregator, and Fully Independent RIA.Aaron Hattenbach, CFP®(8)
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AH$8.33/min per minute(8)Stock Options/Equity Compensation Advisory (ISOs, NSOs, Restricted Stock)Aaron Hattenbach, CFP®Created 5 years ago in Business / Getting StartedMy firm, Rapport Financial has worked with many tech professionals around the country advising them on their stock options (ISOs, NSOs). We cover tax planning/minimization strategies, liquidity, timing, concentration and risk management utilizing some of the best planning software available.Aaron Hattenbach, CFP®(8)
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AH$8.33/min per minute(8)Financial PlanningAaron Hattenbach, CFP®Created 4 years ago in Business / Getting StartedI'm a CERTIFIED FINANCIAL PLANNER, and Investopedia Top 100 Advisor for 2018. My firm, Rapport Financial provides comprehensive fiduciary financial planning to technology professionals, physicians and business owners.Aaron Hattenbach, CFP®(8)
- Reviews 6
Great call with Aaron, very detailed and willing to share pertinent information. I would highly recommend.
Source: Clarity Derek Pacheco Jan 18, 2021Aaron saved me thousands on compliance regarding a hedge fund my husband was informally managing. He also taught me how to negotiate a business purchase. I told the broker that Aaron Hattenbach, CFP insists we do it this way and a lot of people are financially backing me on this decision, so they insist that it is all spelled out in writing. If it is not a list like a pre-nuptial agreement, then I will have to cut $15,000 off the purchase price.
Source: Clarity Marianne S May 20, 2020Aaron was not afraid to tell me things that were difficult to hear, but extremely necessary to protect my personal financial and business interests.
Source: Clarity Marianne S May 13, 2020Aaron was very helpful. He gave us insightful feedback regarding our EnrichVideo Platform for US advisor market. Would definitely engage with him in future.
Source: Clarity Chandu Sohoni Nov 9, 2019Aaron is legit!
Source: Clarity Mark thatcher Feb 14, 2019the startups.com platform
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