Aaron Leatherwood, CPA, CFP®, CWS®, PFS, MS
Partner | Wealth Advisor
Our clients entrust us with their livelihoods. It's a responsibility we don't take lightly.
I'm a Certified Public Accountant, Certified Financial Planner, Certified Wealth Strategist, and Personal Financial Specialist. My undergraduate degree is in accounting, and my master's is in personal financial planning. I was fortunate to start my career in wealth management in 2007. The lessons I learned from experiencing the financial crisis in 2008 are invaluable and provide insights into navigating today's uncertainties. I started my career at a private wealth management firm that was also a CPA firm, where we helped our clients manage their wealth, prepare their tax returns, and structure their estate plans. After about nine years, I joined Schwab Private Client as a Senior Private Client Advisor. During my tenure at Schwab, I led a team and grew my practice to over 200 clients and $700 million in assets.
My family and I live in Castle Pines, and I have called Colorado home for the last 30 years. I love skiing, golfing, hiking, trying new restaurants, and being active in the mountains.
