Aaron is a Wealth Advisor for Avior Wealth Management.
Aaron is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor (CEPA®). He has worked with hundreds of families to design and monitor their personal financial plans. He works with investors who have anywhere from $250,000 to over $15MM in liquid investments.
Aaron specializes in helping those who experience complicated issues pertaining to stock options, restricted stock, and other forms of equity compensation. He also works with business owners seeking to formulate a transition plan into retirement. Aaron’s experience as a CEPA® allows him to help guide a business owner in discussions and planning surrounding the next chapter in their life.
“Whether someone wants to sell their business or grow its value, exit planning is just good business strategy” – Aaron Tomita, CFP®, CEPA®
In his free time, Aaron enjoys various outdoor recreations, biking along inner-city trails, and personal development. He is an active member in the community through his work with the Omaha Morning Rotary, where he is the standing Treasurer and service chairman.