Aaron Huntoon, MBA, CRPC®, CBEC®

Aaron has worked in the financial services and wealth management industry for more than 20 years and is an integral partner to the Impact Financial Planning team, providing valuable insights, support, and guidance as Director of Planning.

He provides customized strategies for highly affluent clients and consults on comprehensive financial plan design. He serves as a Business Intelligence Institute (BII)* Advisory Specialist, an Agribusiness Planning Specialist, as well as a Charitable Planning specialist. Annually, he conducts numerous presentations on estate, charitable, and business planning topics. He co-leads the Estate and Charitable Planning committee for the National Planning Institute and frequently presents at Osaic FA's conferences.

Aaron has has an M.B.A. with a concentration in Finance and Accounting, a B.S. in Marketing, International Business and Spanish, and holds the CRPC® and CBEC® designations. He lives in the Denver metro area and enjoys soccer, mountain biking, hockey, and skiing.

*The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.