Aaron Puttroff

CExP™, CFP®, CEO

Aaron Puttroff understands from personal experience what it’s like to live with the effects of poor financial decisions. Growing up, his father was unexpectedly injured while working in the railroad industry, which forced him into early retirement. With no pension and little saved for the future, this proved to be a hardship for the family.

The experience set the course for the rest of Aaron’s life. His passion is to help his clients avoid financial failure and use financial planning to live out their vision of the good life. 

Going beyond conventional advice, Aaron will personally work with you to help defend against the shortfalls of common planning. Taking into account the unpredictability of real life, Aaron will craft a comprehensive plan that addresses all aspects of your finances. Aaron believes that there’s not a silver bullet to achieving financial success. It entails a series of powerful actions accomplished in the right order. Aaron’s role is to provide the wisdom and expertise to know what actions must be taken and then to facilitate their completion. Aaron works with business owners, families and professionals.

Born and raised in Kansas, Aaron set down roots in San Diego after a decade of service as an officer in the Marine Corps. He and his wife, Kathryn, have two children and are active members of the San Diego community.

In Aaron’s personal life, he enjoys adventure, reading, outdoor sports, and being engaged in his children’s education and activities.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America ® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Living Legacy Financial Insurance Services LLC is not an affiliate or subsidiary of PAS or Guardian.