Aaron is a Wealth Advisor for Avior Wealth Management.
Aaron is a CERTIFIED FINANCIAL PLANNERTM and a Certified Exit Planning Advisor (CEPA®). He has sat with over hundreds of different households to design and monitor their personal financial plans. He has met with folks who have anywhere from $100,000 to over $15MM in liquid investments.
Aaron works mainly with those who experience complicated issues pertaining to stock options, restricted stock, and other forms of equity compensation. He also regularly works with folks who own a small successful business, but struggle with formulating a transition plan into retirement. Aaron’s work as being 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.