Aaron Greene

Aaron serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than two decades of experience in the financial services industry, Aaron offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as a Senior Wealth Planner at one of the nation’s largest financial services firms, where he advised high-net-worth clients on complex financial strategies. Prior to that, he spent four years in the private equity sector, focusing on alternative investments for ultra-high-net-worth family offices and institutional investors.

Aaron earned a Bachelor of Business Administration degree in financial planning and services from Baylor University.

Aaron and his wife, Stephanie, have five children: Caleb, Jackson, Miriam, Natalie and Wesley. In his free time, Aaron enjoys fishing, traveling and spending time with his family.