Aaron Epstein is a Fee-Only Associate Wealth Advisor at Basepoint Wealth, located in Cedar Rapids, IA. He understands that financial planning can be overwhelming and complex for clients and is passionate about working through the unique aspects of each financial situation to develop and present a financial pathway for the future. Aaron attended Cornell College & Mount Mercy University where he earned degrees in Economics and Accounting. In 2017, he was the Director of Programming for a youth sports club when he made the decision to begin his career in finance. As a financial advisor, Aaron takes pride in developing strong client relationships and helping clients realize and achieve th
Aaron Epstein
Associate Wealth Advisor
Basepoint Wealth LLC
United States, Iowa, Cedar Rapids
About Me
Profile Information
Associate Wealth Advisor
Basepoint Wealth LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Cedar Rapids
Iowa
United States
Jul 29, 2024
Work Experience
Basepoint Wealth LLC
Associate Wealth Advisor Mar 2018 - Present
Email: aaron.epstein@basepointwealth.com
More profiles to browse
Kirk Sadilek
Senior Wealth Advisor
Kc Pochobradsky
Wealth Advisor
Scott Cooley
Senior Wealth Advisor
Kate Wallace
President, Senior Wealth Advisor, Managing Partner
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST