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 Are ESPPs and Should You Invest?

May 13, 2022

If you work at a publicly-traded company, your compensation and benefits offerings may look a little different. Stock options are becoming more popular thanks to a boom in tech start-ups, and employees across all industries are starting to see these perks appear as a part of their compensation packages. One popular offering is an employee Read more...

The post What Are ESPPs and Should You Invest? appeared first on Woven Capital.

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How To Use Your Inheritance To Invest Sustainably

April 15, 2022

Receiving a financial windfall can be bittersweet, depending on the circumstances. But no matter what, it’s always important to be a good steward of your wealth. If making an impact on the world with your financial decisions is a priority for you, it makes sense to align your inheritance with those values. Here are a Read more...

The post How To Use Your Inheritance To Invest Sustainably appeared first on Woven Capital.

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How Behavioral Finance Can Help You Stop Being Your Own Financial Roadblock

March 15, 2022

When it comes to financial wellbeing, sometimes the most significant threats come from our own mind. We have more information at our fingertips than ever before, making it nearly impossible to keep breaking news and other people’s opinions out of our heads.  Even beyond what we read online, there are several ways psychology plays a Read more...

The post How Behavioral Finance Can Help You Stop Being Your Own Financial Roadblock appeared first on Woven Capital.

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Ideal Clients

  • 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

Fee Options

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

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