Aaron Stern, CFP®

Aaron Stern, CFP®

Senior Financial Planner

Aaron joined CWWMG in 2020 with over 25 years of experience in the financial sector. Having worked for Vanguard for more than 20 years, he is excited to share his expertise and be a part of CCWMG’s Milestone Clarification Process, retainer-based planning. He has earned his CERTIFIED FINANCIAL PLANNER™ designation, a Master’s Degree in Business Management, and is FINRA registered.

Aaron loves the outdoors, going to the beach or bicycle riding with his family. He also loves to watch trains with his son and take his dog for long walks on the nearby trails. Having grown up in the area, he also has many memories with his Father, including watching trains along with visiting Valley Forge Park and Maplecroft Farm Dairy that was nearby.

Phone 610-560-2003
Fax 215-689-4698