Aaron Simpson, CFP®, ChFC®, RICP®
Owner and President
Aaron Simpson is the owner and president of Alpha Planning. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®). As an SEC-registered investment advisor, he is held to a fiduciary standard that requires acting in clients’ best interests when providing investment advisory services. After working for financial firms as early as age 15 and during college summers in his hometown of Vancouver, Canada, Aaron joined the industry full-time in 2016.
He specializes in working with clients to create and implement personalized planning strategies aimed at helping them pursue greater retirement income and long-term wealth. His approach is tailored to each client’s unique goals and circumstances. At Alpha Planning, each plan is carefully designed with consideration for tax efficiency, risk management, and investment guidance. The goal is to assist clients in pursuing greater financial security and independence through comprehensive planning and personalized strategies tailored to their unique needs.
Aaron believes that working alongside a team that shares his core values of efficiency, integrity and sincerity helps mold the holistic planning focus and value-added advice offering that clients appreciate. His passion lies in continuing to help strengthen long-term partnerships with clients by providing proper guidance through the challenges of each financial life cycle, taking time to understand both the individual behavioral and technical elements at play. The primary mission at his firm is that every client feels comfortable and confident about their financial future.
Outside the office, Aaron enjoys the warm weather months around Ohio playing golf, hiking in the Cleveland Metroparks and spending time with his wife, Megen, and his daughter, Aubrie.
Information presented is believed to be accurate and current; however, Alpha Planning does not guarantee its accuracy or completeness and it should not be considered a comprehensive analysis of the topics discussed. Content is for informational purposes only and does not constitute personalized investment advice. Past performance is no guarantee of future performance. Before acting on any information, consult a qualified professional advisor.
Certified Financial Planner™ (CFP®) is issued by the CFP Board to those meeting education, exam, and ethics requirements, with ongoing continuing education.
Retirement Income Certified Professional® (RICP®) is awarded by The American College to advisors completing specialized retirement income coursework and continuing education.
Chartered Financial Consultant® (ChFC®) is granted by The American College to those finishing advanced financial planning courses and ongoing education.
Alpha Planning is registered with the Securities and Exchange Commission and conducts business only in jurisdictions where it is properly registered, or where registration is not required due to an exemption or exclusion. SEC registration does not imply a certain level of skill or training.
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