Aaron W. Clarke, CFP<sup>&reg;</sup> - Financial Advisor

Aaron W. Clarke, CFP®

AIF®

Wealth Advisor

Heritage Financial

7001 Heritage Village Plaza, Suite 190
Gainesville, VA 20155
FINANCIAL ADVISOR'S WEBSITE
(703) 754-1233 CONNECT WITH Aaron
  • linkedin link

General

Aaron Clarke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heritage Financial in Gainesville, VA and the surrounding communities.

Financial Advisor Overview

Clients that get the most value from our services include Tech Employees, Small Business Owners, and Executives. My favorite clients to work with have complex cash flow issues and need help managing their portfolios. Often times this include stock options, stock grants, deferred compensation, and other executive compensation that needs to be efficiently managed for taxes and building wealth. Additionally, many business owners find our firm helpful as they position themselves to capitalize on the business wealth for their retirement, both pre and post business sale. Lastly, clients who want to create generational wealth often find many new ideas in our conversations. From how to leave assets to charity, or create somewhat perpetual college funding strategies for your heirs.

More

Financial Advisor Experience

As a leading wealth advisor, Aaron works directly with individuals, families, and executives to help them identify and achieve fulfilling lives through his primary fields of focus including: investment management, retirement planning, strategic tax planning, executive compensation, and developing plans for generational wealth. His passion for financial planning formed after his grandparents were victimized by a Ponzi scheme, so he holds great pride in providing clients with a fiduciary wealth management relationship built upon a foundation of deep trust. He graduated in 2014 from Virginia Tech with a degree in Applied Economic Management, concentrating in Behavioral Finance and Financial Planning. He obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®)* designation in 2016, and the Accredited Investment Fiduciary (AIF®)* in 2019. Aaron has been quoted by multiple news sources including USA Today, NerdWallet, Bankrate, ThinkAdvisor, MarketWatch, CNBC, Barron’s, InvestmentNews, and the Wall Street Journal and regularly speaks both locally and nationally to advisors about trends and best practices in the industry. He is the 2022 Emerging Leader of the Financial Planning Association of the National Capital Area and a recipient of the 2022 & 2023 Washingtonian Top Financial Advisor recognition from his peers. Aaron embodies the Virginia Tech motto of “Ut Prosim”, meaning “That I May Serve”, not only with clients, but by working to improve the industry for clients’ best interest as the Treasurer, and member of Board of Directors for the Financial Planning Association of the National Capital Area. In his free time, he enjoys playing tennis, staying physically fit, exploring the great outdoors, and traveling to experience new cultures. So far, he has been to 21 states in the U.S. (Favorite – Utah), and 11 counties (Favorite – Italy). His favorite quote is: “A moment’s insight is sometimes worth a life’s experience,” by Oliver Wendell Holmes, Sr.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Heritage Financial does not have an associated broker dealer.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Insurance, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Personal Taxes

More

Helpful Financial Planning Resources