Aaron Stern, a Certified Financial Planner, has joined Phoenixville-based Creative Capital Wealth Management Group.
Stern boasts more than 25 years of experience in the financial sector. Having worked for Vanguard for more than 20 years, he is ready to share his expertise and be a part of the evolution of CCWMG’s Milestone Clarification Process, retainer-based planning.
CCWMG is changing the way financial advice is given. It specializes in retainer-based financial planning with no assets required to become clients. It is unique for the financial services industry and allows all asset platforms to be utilized to help a client reach his or her goals.
The firm is led by President and Chief Wealth Strategist Fred Hubler Jr., who has earned national renown for this retainer-based approach to financial planning. Hubler and his team offer a free Second Opinion Service (SOS) that will help you gain confidence in your long-term financial plan by either confirming that you’re on the right path or recommending some adjustments.
Click here to schedule a virtual consultation.
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