Matt Aaron, Jr., CFP®

Matt's Instagram

@iammattaaron

  • This morning I conquered! I went to sleep at 2am after studying and my alarm clock went off at 5:45am. I laid my head back down and asked myself. What would a loser do?? I popped right up and got down to the gym for 6am workout! Thank you to my trainer @theboxingguy for keeping me honest to my health commitment.
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Q&A with Matt

How has having a mentor had a positive impact on your career?

Having a mentor who was also a  CFP® professional allowed me to see the difference between an advisor who has CFP® certification and an advisor who does not. My mentor was a true sounding board for all of my concerns going through the process of obtaining my CFP® certification, working with clients to ensure we provided maximum value, and building a great business.

What do you love most about your career as a CFP® pro?

I love the opportunity to connect with people to learn about their goals personally, professionally, and financially. There is a cause and effect relationship to every decision our clients make, so providing them with the confidence that they are doing things right – and the peace of mind that they are going to be okay – is an amazing feeling.

Why did you choose to pursue CFP® certification?

I chose to pursue the CFP® certification because I believe it is the highest competency and ethical standard in the profession and a mark of a true financial planner. It represents my dedication to my craft in the same way my physician and attorney clients have their M.D. and J.D, respectively.

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Matt’s Bio

Matt is the Founder of Aaron Financial in partnership with Northwestern Mutual Wealth Management Company. As a CERTIFIED FINANCIAL PLANNER professional, he provides comprehensive financial planning to a diverse set of clients. Matt began his financial planning business during his junior year of college and was quickly identified as a leader in financial services. He now serves as the Growth and Development Director for Northwestern Mutual Washington, DC while servicing his clients at Aaron Financial. In this capacity, his role is to identify, develop, and nurture talent, inspiring the next generation of financial planners.

In addition to balancing his business and his leadership role at Northwestern Mutual, he commits a great deal of time to delivering motivational talks to inner city youth. Hailing from a similar background in Irvington, New Jersey, Matt has a vested interest in helping children with limited resources understand how to create opportunities for themselves through entrepreneurship. Matt also serves as a board member for Rocketship DC Charter Schools.

Matt holds a BBA from Howard University and has earned a certificate in Financial Planning from Georgetown University.