
Aaron Bouronich
Director Client Engagement
Aaron serves as a Director of Client Engagement, introducing clients to the firm's wealth management services. These services encompass all aspects of a healthy financial life and include customized investment management, financial planning, charitable planning, retirement plan consulting, tax planning and preparation, and estate planning services.
Aaron has more than a decade of experience in the financial services industry and served as an Advisor Consultant at a global asset manager prior to joining Creative Planning. Before that, he worked at a large investment firm, where he held various roles ranging from trading to portfolio management and specialized in private investments.
Aaron received his Bachelor of Arts degree in communication from the College of Charleston.
Aaron and his wife, Lindsay, enjoy traveling, sports and spending time with their three children, Madison, Daniel and Julia.
Articles by Aaron Bouronich
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