Aaron Hatch, CFP® Woven Capital

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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.

 

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Recently Published

What is a Will

January 1, 2019

A will, also known as a “last will and testament”, is a legal document that states the final wishes of a person who is dying or already dead. A county...

The post What is a Will appeared first on Woven Capital.

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Difference Between Stocks & Bonds

December 7, 2018

Sometimes finances can be a little crazy. It can be a little intimidating to start delving into the monetary world for those of us who may not be so financially...

The post Difference Between Stocks & Bonds appeared first on Woven Capital.

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Stock Options Fitness – Exercising Your Stocks Effectively

December 1, 2018

When it comes to company incentives, one of the most prevalent in the tech industry are stock options. However, because many tech professionals rely on financial advisers for all things...

The post Stock Options Fitness – Exercising Your Stocks Effectively appeared first on Woven Capital.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Socially Responsible Investing (SRI)
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fees: $250+, + $1,500+ upfront
  • AUM: 0.90%

SEC Records

States Registered

  • California

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