Advanced Planning Consultant - Advanced Planning - San Diego Team
Aric joined Commonwealth in August 2020 as an advanced planning consultant. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies. Prior to joining Commonwealth, Aric was a financial educator and subject matter expert at Edelman Financial Engines and Financial Knowledge. He earned his BS in biology from Tulane University and his JD from Tulane University School of Law. Aric then went on to earn his LLM in taxation from New York University School of Law. He currently holds his FINRA Series 6, 63, and 66 securities registrations and CFP certification and is a member of the New York State Bar. Outside of work, Aric enjoys hiking, doing the New York Times crosswords, studying ancient Roman history, and spending time with his wife, Alicia, and their black lab mix, Tosh. Aric also enjoys traveling and biking; he has biked across the U.S. twice as part of a charitable fundraising event and in 2018 he spent a month in Iran as a tourist.