Meet the Team
Founded in 1993, Alpha Planning & Financial Services, Inc., is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Meet the Owner and President of the Alpha Planning Team:
Aaron R. Simpson, CFP®, ChFC®, RICP®
Aaron Simpson is the owner and president of Alpha Planning. He is a CERTIFIED FINANCIAL PLANNER™, which holds him to the highest fiduciary standard in the financial industry. 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 focuses on helping clients create and implement personalized planning strategies designed to maximize retirement income and wealth. Tax efficiency, risk management and investment advice help shape the foundation of each plan at Alpha Planning, providing Aaron’s clients the financial security and confidence they are seeking.
Aaron believes that working alongside a team who shares his core values of efficiency, integrity and sincerity helps mold the holistic planning focus and value-added advice offering that clients appreciate from the firm. 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 behavioral and technical individual 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.
In Memoriam
4/22/63 – 7/21/21
JEFFREY P. CIRINO
"You never know when someone will walk into your life who impacts you the way Jeff did with me. I will always be grateful to him for the opportunity he provided me and the influence he has had on my development as an advisor. Jeff and I worked together for five years, a period far too short, before he passed away in 2021. So much was taught, learned, and discovered over that time that it brings a smile to my face. As Jeff liked to say, we often spend so much time shoveling "the coal" that we rarely turn around and appreciate the pile we've created.
Jeff founded Alpha Planning in 1993 with the same principles my dad practiced in his financial planning firm. It remains Alpha Planning's focus to continue Jeff's legacy of helping guide our clients into and through a successful retirement with confidence."
-- Aaron R. Simpson
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The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a event.
Or give us a call at 440.519.0300.