Aaron C. Schmoekel,  CFP<sup>&reg;</sup> - Financial Advisor

Aaron C. Schmoekel, CFP®

Smart Investor

712 Main Street, Suite 202
Woodland, CA 95695
FINANCIAL ADVISOR'S WEBSITE
(530) 668-8323

General

Aaron Schmoekel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Smart Investor in Woodland, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - RICP

Insurance Licenses

  • Life insurance: CA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care

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