Aaron Szager, CFP®

Advisor Group Manager

About Aaron

Aaron Szager is the Advisor Group Manager at Summitry, serving as both a Senior Financial Advisor to high net worth clients and manager of our Private Client Group; a team consisting of Senior Financial Advisors, Financial Advisors, and Financial Planning Associates. Throughout his tenure, Aaron has held positions in financial planning firms such as Supervisory Principal, Branch Manager, Senior Registered Options Principal, Director of Financial Planning, and Senior Wealth Advisor. In 2016, Aaron was a Partner at a successful wealth management Firm in the Washington DC Metro area.

Aaron graduated from Salisbury University in 2000 with a degree in Economics and Business Management, is a Certified Financial Planner™ with education through American University’s College of Financial Planning, and is an approved tax preparer licensed with the California Tax Education Council.

Aaron specializes in working with hi-tech executives and employees in the Bay Area, focusing on tax minimization strategies, risk management, employee benefits, philanthropy, legacy planning, strategies for concentrated positions, and managing equity compensation plans, including ISO’s, NQSO’s, RSU’s, ESPP, etc. He has helped many employees prepare for financial windfalls during the pre- and post-IPO phases of their company’s lifecycle and takes great pride in growing and preserving wealth during these life-changing events.

Aaron has delivered group education and individual financial counseling for diverse populations at Bay Area companies including Google, Facebook, Snap Inc., Apple, 23andMe, Jazz Pharmaceuticals, Nvidia, Samsung, and Workday.

Aaron lives in San Mateo with his wife, Lynn, twin daughters, Angela & Emily, and son, Matthew.

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Q & A

  • What drew you to the Bay Area?

    I moved from the Washington DC Metro area to the Bay area in 2015. We have family in Berkeley and have always loved visiting and sightseeing. My father was ill and taking care of him was the one thing keeping our family on the East Coast. After he passed away in 2015, we came to a pivotal part in our lives where we could stay in D.C. where I was a partner of a successful wealth management firm, or take the risk of uprooting our family and moving to a place we always dreamed living. In retrospect, our decision to move to the Bay area is one of the best decisions we ever made.
  • What are your favorite pursuits outside of work?

    Scuba diving, traveling, watching Premier League soccer, spending time with family, and anything that involves water and a beach.
  • Discuss a personal accomplishment that you’re particularly proud of.

    Becoming a dad. There is nothing more rewarding in this life than the incredible experience of being a parent.
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