Description: Aaron Agte - Fee-only financial planner helping families with stock options and RSUs.
Hi, I’m Aaron Agte, CFP®
Yes, I provide fee-only comprehensive financial planning and investment management solutions for families who need help with their company stock and 401k. But more importantly, I help them take the big scary leaps they aren’t sure are possible .
Are you burdened by a bunch of ‘shoulds’? What would a thriving, fulfilling life feel like?