CoverProfile

Aaron Epstein

Associate Wealth Advisor

Basepoint Wealth LLC

United States, Iowa, Cedar Rapids

About Me

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

View more

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

Profile Photo
Kate Wallace
President, Senior Wealth Advisor, Managing Partner
Profile Photo
Ryan Watermiller
Wealth Advisor
Profile Photo
Allen Wallace
Chief Investment Officer, Managing Partner
Profile Photo
Kc Pochobradsky
Wealth Advisor

You Might Like

BM
Ba Minuzzi
Founder & CEO
Umana
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BW
Bill Wood
Managing Member, Principal
Nova R Wealth