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.
Built 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.
My 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.
I'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.
Very knowledgeable and professional. Definitely worth talking to
Great call with Aaron, very detailed and willing to share pertinent information. I would highly recommend.
Aaron 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.
Aaron was not afraid to tell me things that were difficult to hear, but extremely necessary to protect my personal financial and business interests.
Aaron was very helpful. He gave us insightful feedback regarding our EnrichVideo Platform for US advisor market. Would definitely engage with him in future.
Aaron is legit!
