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Aaron Gordon

CEP®, CFP®
Watermark Wealth Strategies
Scottsdale, AZ
REALIZING A DREAM takes more than a vision; it takes the ability to bring clarity to our clients' financial lives.
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Meet Aaron

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Introduction - Aaron Gordon
Video Transcripts

Aaron grew up in Chicago and the Phoenix Metropolitan area. At the age of 18, Aaron joined the military where he spent four years in the U.S. Navy. Here Aaron learned the importance of discipline, setting, and completing goals not only for the military but for civilian life as well. Afterwards, Aaron put himself through college at Arizona State University earning his Bachelor’s Degree in Finance.

Coming from a financial…

Aaron grew up in Chicago and the Phoenix Metropolitan area. At the age of 18, Aaron joined the military where he spent four years in the U.S. Navy. Here Aaron learned the importance of discipline, setting, and completing goals not only for the military but for civilian life as well. Afterwards, Aaron put himself through college at Arizona State University earning his Bachelor’s Degree in Finance.

Coming from a financial planning family, upon graduation Aaron followed his true passion and took a position with New England Financial in 1997 through September 2013. Through the years Aaron has received numerous awards such as the “Captain’s Pennant”, “Top Disability Advisor”, perennial “Leaders Conference Qualifier” as well as “Associate of the Year”.

For over the last decade he has had the privilege to work with and help many families. Since 1997 his practice has specialized in financial planning to professionals, business owners and individuals. With a background in finance it’s helped clients develop a strategy for accumulating multigenerational wealth, tax reduction, maximization of retirement plans and a secure risk management profile. Aaron’s genuine concern for his clients motivates him to build long lasting relationship with them while helping improve and maintaining their financial independence. Aaron is ideal for those seeking an advisor who provides an all encompassing financial strategy.

After spending over 16 years at New England Financial, Aaron made a strategic business decision to expand upon his wealth management planning experience into the area of estate planning and money management. Now joining Watermark Wealth Strategies, LLC as a partner, Aaron is confident he can expand and enhance upon his services that have been provided in the past.

Aaron and his wife Sara are happily married and have 4 children, Hunter, Aubrie, Ava, and Sophia. During his personal time Aaron enjoys being with his family, playing guitar and attending sporting events. For the last 8 years, Aaron has also devoted his time working with the Arc of Tempe and values the opportunity of working with individuals with special needs. His ‘never give up’ attitude has served him well through many successful triathlons and marathon.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Alternative investments
Employer sponsored retirement plans

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CEP® - Certified Estate Planner®

Education

Bachelors
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