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.
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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...
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The post How Behavioral Finance Can Help You Stop Being Your Own Financial Roadblock 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%