Aaron Nichols, MBA, CFP®

Aaron serves as a 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 nearly a decade of experience in the financial services industry, Aaron offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he worked as a wealth advisor for a national bank.

Aaron earned a Bachelor of Science degree in business administration and a Master of Business Administration degree from Campbell University. While at Campbell, he was a member of the football team and named to the PFL Academic Honor Roll. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

In his free time, Aaron enjoys going to professional sports games, traveling, playing volleyball and spending time with friends and family.