Aaron Hatch, CFP® Woven Capital
- 4500 Great America Parkway Suite 100, Santa Clara, CA 95054
About Aaron Hatch, CFP®
Hi! I’m Aaron Hatch, CFP®, co-founder of Woven Capital. I help tech professionals (especially in the Bay Area) and clients local to my home base in Redding, California, make better decisions with their money. Through Woven Capital, I help clients break their financial goals into bite-sized to do’s and align their finances with their values.
My ultimate goal is to build a plan that takes every aspect of your life into account while freeing you from any previously held financial concerns. I want you to spend more time doing what you love, and less time wondering whether or not you’re making the right money moves.
With over 10 years of experience helping people with their money, I am proud to be a fee-only CERTIFIED FINANCIAL PLANNER™. I earned my Bachelor of Arts from Saint Olaf College, and earned my Personal Financial Planning Certificate from UC Berkeley.
Outside of work, I love to travel and enjoy seeing things take shape at home and in my local community, whether growing tomatoes in my garden or serving on local non-profit boards. Along with my wife, I helped established TEDxRedding in 2011 and continue to nurture the spreading of worthy ideas locally and globally.
It’s no surprise that the investment world is mesmerized by cryptocurrencies. Nearly every day, a new crypto company bubbles to the surface, offering a new way to invest in this up-and-coming digital currency. To add fuel to the fire, almost everyone has heard a story from a friend, family member, co-worker, or colleague who knows Read more...
The post Why BlockChain Tech Is The Real Star Behind The Cryptocurrency Frenzy appeared first on Woven Capital.
Over the past few months, we have been discussing pre-IPO stock option compensation—a lot. Educating yourself on the intricacies of IPOs, RSUs, and ISOs is highly beneficial for your future and can save you thousands of dollars (especially if you currently work for a pre-IPO company). With that said, many of our readers will likely Read more...
The post Will ThoughtSpot Go Public? How To Easily and Effectively Manage Your Equity Compensation appeared first on Woven Capital.
If you are reading this blog, you have likely gathered an abundance of new information regarding your pre-IPO stock options. Thus far, we have discussed: What to look out for when your company goes public What to do with your ISOs What to do with your RSUs Now that you have successfully built a plan Read more...
The post My Company’s Going Public, Now What: Tips To Use Your Newfound Funds appeared first on Woven Capital.
- Gen X
- IT Professionals
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fees: $250+, + $1,500+ upfront
- AUM: 0.90%