Aaron Pence, Cfp®
About Aaron Pence, Cfp®
I provide comprehensive wealth management services for my clients. My primary focus is with individuals maintaining a sizeable portion of their net worth in concentrated stock and option positions in their company, as is commonly found with individuals working in tech and biotech. From there, I strive to navigate volatility and manage downside risk for my clients thru a combination of tax efficient hedging and diversification strategies. I can help to provide liquidity solutions, estate planning strategies, financial and retirement planning/modeling, and distinctive investment solutions to help meet my clients' short, medium, and long term goals. For business owners, I also help to provide corporate cash management services, and for the establishment of various benefits packages, including 401k, defined benefit plans, and the establishment and administration of employee stock purchase and options programs. Areas of Focus: Commodities trading, hedging of risks in foreign currency transactions and futures, structured investments, hedge funds, private equity, risk management for concentrated equity positions, liquidity solutions for individuals, businesses, foundations, trusts, and non-profit organizations. Establishment and administration of employee stock purchase plans, option plans, and retirement plans including defined benefit and 401k. California Insuance Lic# OF11852