Aaron joined San Diego Pension Consultants in 2017. He earned his Bachelor of Science degree from San Jose State University in 1994. With over 23 years of sales, marketing and consulting management experience, Aaron brings a wealth of knowledge to our team. Most recently, he ran a very successful insurance employee benefits company which allowed him to become well versed in the retirement services industry.
Aaron resides in North County San Diego, with his wife, two boys and golden retriever. In his spare time, he volunteers coaching youth sports in San Diego. He also enjoys golfing, surfing and going to the beach with his family.
SD Pension is by no means the first company that I have worked with for defined benefit plan services. It’s not the first, but it’s clearly the best. DBP’s are complex; mistakes have serious ramifications and, yet, you can’t ignore them because the tax benefits are significant. Two things make SD Pension unique in the field. First, you have easy access to smart people that have been in the field for years if not decades. They are accessible; they have seen your concerns before; they know the answers. Second, they’re are not just focused on your this year tax return. Getting into these plans and managing these plans is one thing; preparing for a proper exit is quite another and, done incorrectly, can rob you of many of the benefits. Once again, SD Pensions has been there before and they can provide the needed advice. Bottom line, SD Pensions is simply the best.