Aaron Zauner, Wealth Management Advisor, has been directly advising individuals, families, and small business owners on personal finances and wealth management since 2005. After spending the last 15 years working in a corporate environment, Aaron decided to join Caldwell Advisors, LLC where he recognized the opportunity to provide his clients highly personalized advice and wealth management solutions that are centered around the individual client and their family.
Aaron builds comprehensive financial plans tailored to each client. He takes the time to understand what is truly important in your life, and as a result, he will help you implement an effectively managed portfolio that is aligned with your personal financial plan. Whether you want to leave a legacy, live your legacy, or do both; Aaron strives to help you get the most out of the wealth you have accumulated.