Jeffrey R. Aron, CFP®, MSFP
Senior Wealth Manager
Jeff manages all aspects of Financial Planning and client services, including the preparation of comprehensive financial plans (retirement, education, cash flow, etc.), insurance and asset allocation recommendations, advanced estate planning strategies and of course, plan implementation.
He began his career in the wealth management field in 1989, and has been working as a fee-only Fiduciary Advisor (i.e. prioritizing clients needs exclusively) his entire professional life. He specializes in servicing the unique planning needs of high net worth individuals and families, with a depth of experience covering all aspects of financial and estate planning. Jeff’s approach to Wealth Management can be summarized as that of an Educator. By holistically understanding your financial and non-financial situation, he provides the various paths available in order to reach your stated goals. All of this in an effort to put you in the best position to make informed decisions.
Before joining Sachetta, Jeff served as Senior Wealth Manager at Wealth Management Advisors, LLC, responsible for Financial Plan design for the firm’s clients.
Jeff has been a licensed Certified Financial Planner™ Practitioner (CFP®) since 2000. He earned a Bachelor of Science in Accountancy from Bryant University, and a Master of Science in Financial Planning from Bentley University, graduating with distinction in 2010. Jeff is a member of the Financial Planning Association (national), Financial Planning Association of Massachusetts and the Boston Estate Planning Council.
Jeff is first and foremost a dedicated father. Other passions (beyond helping clients!) include being an avid up and downhill sports enthusiast, general fitness geek, and amateur horticulturist. He and his family reside in Sharon, MA and spend considerable time in the Warren, Vermont area.