Aaron Bell ChFC®,CLU®,CLTC®,RICP®, WMCP®, M.A.

Aaron Bell is a well-experienced professional in the financial planning industry, working as an advisor and principal within Cannataro Park Avenue Financial, a reputable financial planning practice. With a strong presence in 38 states, he holds several professional licenses, including ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), and Series 7 and 66. Bell specializes in defensive planning, managing the personal risk exposure of clients, and offensive planning, assisting clients in assessing their investment strategies, tax-advantaged options for wealth accumulation, retirement, college funding, business planning, and individual estate planning. His educational background includes studying Neuro-Psychology, Philosophy, and Consciousness Theory at Pacific Lutheran University and the University of Oregon. Besides, Bell has completed his Doctor of Philosophy in Financial and Retirement Planning at The American College, CIMA Designation, and Executive Education at the University of Pennsylvania at The Wharton School. Bell's professional experience includes VP, Partner, and Wealth Advisor at Cannataro Park Avenue Financial and Equity Analytics Research positions at FreshMinds Consultancy Co.