Savvy
Aaron Wiegman, CFP®, has over 20 years of experience in the financial industry, with roles ranging from Operations and Trading Manager at Liss Financial Services to Managing Director at Del Mar Financial Partners. Currently, they serve as the Principal Wealth Manager at Savvy Wealth, showcasing their expertise and leadership skills in wealth management.
Aaron Wiegman, CFP®, obtained a Bachelor of Business Administration in Finance and Marketing from Wisconsin Lutheran College. Aaron then completed the CFP® Certification Curriculum at The American College of Financial Services in 2011. Aaron also holds additional certifications including Series 7, Series 24, Series 63, Series 66, and is an Insurance Agent with various licenses. In 2023-2024, they pursued the CAP® - Charitable Advisor in Philanthropy degree at The American College of Financial Services.
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Savvy
Savvy is a technology-driven wealth management firm with an emphasis on building software to drive automation and efficiency for wealth managers so they can focus on what truly matters — quality time with clients. We are able to grow rapidly by acquiring traditional wealth management firms and supercharging them with our software to make them dramatically more efficient and support more clients without adding additional headcount.