Get To Know Our Financial Advisor and Managing Partner, Aaron Schenkman, RFC® — Part 2 (Ep. 23)
Last time, we introduced you to Aaron Schenkman, RFC®, financial advisor and managing partner at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
In this episode, you will get to know Aaron more. Listen in as he talks about his team and the types of clients he works with.
Aaron discusses:
- How his client base has evolved over the years
- The importance of multigenerational financial planning
- Solutions he provides to business owners
- The truth about money and emotions
- Insights into his team’s new Florida operations
- Why you should never hesitate to ask for help if you feel unsure about your financial future
- The scientific and artistic components of financial planning
- And more!
Resources:
Connect with Aaron Schenkman:
Connect with Jonathan Kuttin:
- jonathan.s.kuttin@ampf.com
- joseph.greco@ampf.com
- kuttinwealthmanagement@ampf.com
- (631) 770-0335
- Toll-free: 800-445-4595
- Kuttin Wealth Management
- LinkedIn: Jonathan Kuttin
- Facebook: Kuttin Wealth Management
About Our Guest:
Aaron Schenkman is a financial advisor at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.
Aaron is all about looking after what’s important to you. Your financial goals are unique, and Aaron can help you achieve them. He takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments, or anything else.
His areas of focus include small businesses, retirement income strategies, estate planning strategies, tax planning strategies, and retirement plan distribution.
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