Aaron Harwood is a former senior leader, business architect and consultant within the healthcare delivery and IT industry. Aaron has a passion for large-scale strategic planning, innovation, and process improvement. Aaron began a slow transition to investment management and financial advising starting in 2013 and made the leap to being a full-time financial professional in 2020.
Aaron has extensive experience with real estate investments and has been actively involved with rental real estate and syndications for the past 10+ years.
Aaron started working with Wealth Teams Alliance and BTA Advisory Group in 2022 as an affiliate and joined Wealth Teams Alliance as an Investment Advisor Representative in 2024. Aaron is passionate about providing his clients and their families with an optimized portfolio of investments that is backed by an intellectual framework and sound methodology. Aaron enjoys the challenge of developing goals-based retirement income plans for his clients which allow them to live the best retirement they can.
- Bachelor of Arts, Medicine, St. Mary’s University of MN, Winona, MN
- Northwestern University graduate studies, Evanston, IL
- Business Relationship Management Professional (BRM-P)
- Investment Advisor Representative (IAR), Wealth Teams Alliance, Inc.
- Series 65 securities license
- Life insurance license (MN – resident license along with many other states)
- Real Estate Sales license (MN)
Aaron is married to Anna and has 1 son (Daniel). Aaron is an avid cyclist along with his son and enjoys spending time outdoors as well as following his favorite college hockey team!
Aaron Harwood
Wealth Coach – Wealth Teams Alliance
Investment Advisory Representative (IAR)
15520 Rockfield Blvd, Suite G, Irvine, CA 92618
[email protected]
www.arhfinance.com
www.wealth-teams.com