Vista Q&A with Aaron White
What drew you to wealth management?
The clients. Earlier in my career I worked as a business valuation consultant. I enjoyed the analytical nature of the position, but yearned for more personal relationships. Wealth management is more satisfying because I can see the positive impact of my work in my clients’ lives.
What do you enjoy most about Vista?
Our wonderful people, successful clients, and well-defined firm culture.
What do you feel is the biggest value Vista brings to its clients?
Peace of mind and the freedom to focus on family, career, and their life's passions.
Which quality makes you best suited to provide wealth management services?
Curiosity. The more I know about a client, the more I can offer them.
What professional accomplishments are you most proud of?
Earning my CFP® designation, becoming an owner at Vista, and assuming a leadership role in our San Francisco office.
What do you love to do outside of work?
Vacationing in Hawaii, camping in Yosemite, and hosting dinner parties with my wife Amanda and children Enzo and Milana. I also enjoy cycling, running, swimming, and playing ice hockey.
What type of clients do you work with?
Some of the consistent themes in my client roster are: concentrated positions, stock options, tax complexity, and limited or no planning in place. Many of my clients are too busy building a company and caring for their family to manage their own finances effectively. Another significant portion of my practice includes clients preparing to retire or sell a closely-held business.
Aaron is a wealth advisor at Vista with over ten years' experience in stock options and tax planning.
Before joining Vista, Aaron was a member of the consulting group at Burr Pilger Mayer. He was primarily involved with business and stock option valuation of early stage biotechnology companies. He also provided litigation support, due diligence, and tax services.
Aaron graduated Summa Cum Laude with a Finance degree from the University of San Francisco. He is a CERTIFIED FINANCIAL PLANNER™ professional.BACK TO TEAM