Aaron Szager

BlueSky Wealth Advisors

Financial Advisor

Aaron Szager

BlueSky Wealth Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Aaron Szager

Fee-Only Financial Planner Serving Clients from BlueSky's Santa Clara, CA Office

Aaron Szager is a Santa Clara, CA fee-only financial planner. BlueSky Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Aaron Szager is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

Aaron Szager is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Aaron Szager

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Office Locations:

  • 5201 Great America Pkwy
    Ste 320
    Santa Clara, CA

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