Aaron Hatch, CFP® Woven Capital

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

Difference Between Mutual Fund & Exchange Traded Fund

June 15, 2019

What is the difference between a mutual fund and exchange-traded funds (ETFs)? Deciding on whether you want to buy a mutual fund or an exchange-traded fund (ETF) can seem like...

The post Difference Between Mutual Fund & Exchange Traded Fund appeared first on Woven Capital.

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What Is the Difference Between an IRA and a 401k? (And When Should I Use Each)

June 1, 2019

It’s never too soon to start planning for retirement.  All financial advisors agree that the earlier you start to save for your retirement, the better off you’ll be when you...

The post What Is the Difference Between an IRA and a 401k? (And When Should I Use Each) appeared first on Woven Capital.

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How to Maximize Your Employee Benefits

May 15, 2019

Working in the tech world is all about the perks. However, while most employees focus on the fun and whimsy of offices where you can relax as much as you...

The post How to Maximize Your Employee Benefits 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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