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Aaron Nichols, MBA, CFP®

Wealth Manager

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.

Articles by Aaron Nichols, MBA, CFP®

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