BlueSky Wealth Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Santa Clara, CA
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Aaron Szager is a Fee-Only Financial Planner located in BlueSky Wealth Advisors' Santa Clara, CA office. BlueSky Wealth Advisors specializes in providing objective financial planning and investment management to help clients grow and protect their assets through life's transitions. Aaron Szager is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Senior Wealth Advisor
With more than 15 years of experience in financial services, Aaron Szager has a genuine passion for providing clients with comprehensive and unbiased financial advice specific to their circumstances. Prior to joining Bluesky, Aaron was a director and partner of a successful Registered Investment Advisor Firm in the Washington, DC Metro area.
A native of Maryland, Aaron is a CERTIFIED FINANCIAL PLANNER™ professional and holds a B.S. in Business Management and Economics from Salisbury University.
Q & A
What do you enjoy most about being part of BlueSky?
The intelligence of the people who work here and the corresponding challenge and wit that comes with them.
What does “improving the quality of our clients’ lives” mean to you?
Stepping back and bringing clarity and sharpness to the parts of life that hold the greatest value to a person—and then keeping those parts in focus through the years.
What keeps you busy when you’re not working?
Travelling, exploring the Bay area, skiing, hiking, and spending time with family and friends.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina and Pleasanton, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.