Aaron Spitzner, CFP®

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 15 years of experience in the financial services industry, Aaron has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a financial advisor.

Aaron earned a Bachelor of Arts degree in economics from the University of Wisconsin–Madison. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Aaron and his wife, Megan, have two children, Emmy and Cade. In his spare time, Aaron enjoys spending time outdoors, camping, hunting and helping Megan run their small pumpkin farm and porch decorating business. He is also an avid supporter of all Wisconsin sports teams. Above all, Aaron cherishes spending time with his kids and being an active part of their journey through sports and academics.