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Aaron D. Schindler, CFP® |
Aaron Schindler is a Managing Director and CERTIFIED FINANCIAL PLANNER™ with Wealth Advisory Group. Aaron specializes in providing wealth-building and protection strategies for families and small businesses with an emphasis on investments and insurance. He is a member of the Board of Directors of the W. Eugene Smith Memorial Fund that presents an annual grant in humanistic photography.
Before joining the financial services industry, Aaron was a photographer's agent at Contract Press Images, Inc. and Director of Photo Perspectives, his award-winning exhibition production firm. Aaron is the preferred provider of disability, life, and long-term care insurance for the Advertising Photographers of America and writes for Photo District News.
Aaron has a B.A. from Columbia University, speaks Spanish, collects photography, and has won two World Hunger Year awards.
Aaron holds Series 7 and 63 licenses and is registered with Park Avenue Securities LLC. Aaron is a qualifying member of The Million Dollar Round Table, the international network of leading financial professionals.
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Sign up for a Financial Review Session: When was the last time you reviewed your financial life with a professional? Have you recently gotten married or had a new baby? Have you recently purchased a new home? Are your business and lifestyle growing? Life, Disability Income and Long Term Care Insurance: What would happen to your family if you became ill, disabled or died tomorrow? Would they have enough money to live? Group Health Insurance: What is the most appropriate and affordable health plan to cover you and your employees? Investment Allocation: How can you diversify your investment portfolio to reduce price volatility? How can you make sure to contribute to your savings on a regular basis? Retirement Plans: How much income will you need when you retire? Will you outlive your savings? What is the appropriate retirement plan for your business? Tax Minimization: How can you minimize your taxes and maximize your deductions? Estate Planning: Who will receive your assets when you are gone? Do you need a will or trust? |