Aaron Wiegman

Aaron Wiegman, CFP®, has over 20 years of experience in the financial industry, with roles ranging from Operations and Trading Manager at Liss Financial Services to Managing Director at Del Mar Financial Partners. Currently, they serve as the Principal Wealth Manager at Savvy Wealth, showcasing their expertise and leadership skills in wealth management.

Aaron Wiegman, CFP®, obtained a Bachelor of Business Administration in Finance and Marketing from Wisconsin Lutheran College. Aaron then completed the CFP® Certification Curriculum at The American College of Financial Services in 2011. Aaron also holds additional certifications including Series 7, Series 24, Series 63, Series 66, and is an Insurance Agent with various licenses. In 2023-2024, they pursued the CAP® - Charitable Advisor in Philanthropy degree at The American College of Financial Services.