Meet the professionals who can help

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

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.

Aaron Simpson headshot

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 independence they are seeking.

Before becoming the owner of the firm, Aaron worked side-by-side with founder Jeff Cirino for 5 years as a Financial Advisor. Aaron found the value-added advice and holistic planning focus at Alpha Planning aligned with his core values of assisting others in building a custom-tailored solution in the most efficient way, as opposed to the alternative cookie-cutter approach.  His passion lies in continuing to help as many people navigate through the challenges of each financial life cycle, to where 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.

WENDY LANGE

Client Relations Specialist

Jeff Cirino_Dark Background (1)

Our Beloved Founder
4/22/63 – 7/21/21

JEFFREY P. CIRINO

Jeff was a well-known fiduciary advisor for almost 30 years. During that time, he focused on his firm and developed his team’s skills using advanced planning concepts, with a primary focus on clients nearing or already in retirement. Jeff had a great passion for the challenge of helping usher people through the complex process of the retirement transition.

He wrote five books, “The Complete Guide to College Funding” (2003), “The Skinny on How to Have a Fat Retirement” (2013) and his latest work, “The BIG Squeeze: How Boomers Can Survive and Thrive in the New Retirement Frontier” (2017), "Forced to Retire" (2018), and "Retirement 20/20" (2019).

Jeff achieved the following academic and professional designations:

  • Executive Master of Business from Baldwin-Wallace University (EMBA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Enrolled Agent, registered with the IRS and qualified to advise, prepare and represent all matters of taxation before the IRS on the behalf of clients (EA)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter® (CLU®)

Jeff was a lifelong accomplished pianist and guitarist. He is survived by his wife, Elizabeth, and sons Reese and Foster.

Ready to Take

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.

Call Now Button