Aaron Simpson, CFP®, ChFC®, RICP®
Owner and President
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 that 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.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
The ChFC® designation is awarded by The American College of Financial Services to individuals who complete a comprehensive financial planning curriculum and examinations covering topics such as retirement, tax, insurance, estate, and investment planning, and who agree to adhere to a code of ethics and continuing education requirements.
Individuals showing a RICP® designation hold an active Retirement Income Certified Professional® certification, offered by The American College of Financial Services. To earn the RICP® designation, the individual had to complete an approved educational program, pass courses focused on retirement income planning and meet stringent work experience requirements. Designation holders also adhere to The American College Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
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