Aaron Peloquin
Hello there! 👋🏼 I’m Aaron, a CERTIFIED FINANCIAL PLANNER™ and CPA with more than 20 years of experience in the financial services industry - including over 8 years as a Wealth Advisor. I specialize in helping clients plan for financial independence through comprehensive, tax-efficient wealth strategies built around their unique values, goals, and life mission. My past experience as a consultant and risk management professional provided the foundation for the advisor that I am today. Those opportunities provided me with a broad perspective of the financial industry and helped to develop the skills necessary to analyze and assess my clients' financial goals and their needs as they seek financial independence.
Outside of work, I live with my wife, Kristin. We love making the most of all four seasons, whether we’re biking and grilling in the summer, enjoying bonfires in the fall and spring, or exploring the frozen lakes in winter. We love to travel, soak in local cultures, and support causes close to our hearts, such as Make-A-Wish, Fishing with Vets, and the Minnesota chapter of the American Cancer Society
Minneapolis, MN
“I knew this was the right path for me. Making the transition was one of the best decisions I’ve made. I now have the privilege of guiding clients toward their goals and dreams, and nothing is more rewarding than seeing the positive impact of a well-crafted financial plan."
How can I help?
Financial Planning & Analysis
Investment Management
Real Estate Investment Planning
We excel in assisting real estate investors with mapping out their financial futures, whether by developing exit strategies for property sales, facilitating pre-purchase property evaluations, or revealing hidden opportunities.
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Aaron.
Get to know Aaron
As a CERTIFIED FINANCIAL PLANNER and CPA, I bring over 20 years of Financial Services experience, including over 8 years as a Wealth Advisor. I help clients plan for their financial independence by understanding their values, mission, and current financial position. I work with my clients to build a comprehensive and personalized wealth plan, by developing a trusting relationship through actively listening and understanding their families goals, investing experiences, and risks and fears. In building a comprehensive wealth plan we will assess the following eight pillars with a tax efficient approach:
Family Goals, Values and Mission,
Balance sheet,
Budget/income statement,
Cash flow,
Asset Allocation (e.g., stocks, bonds, cash and alternatives),
Asset Location (e.g., taxable, Tax-deferred, and tax-free),
Risk management policies, and
Estate plan
My past experience as a consultant and risk management professional provided the foundation for the advisor that I am today. Those opportunities provided me with a broad perspective of the financial industry and helped to develop the skills necessary to analyze and assess my clients' financial goals and their needs as they seek financial independence.
I currently live in Plymouth, MN with my bride, Kristin. With the four seasons in MN, we enjoy biking and grilling during the summer, bonfires with family and friends in the Spring and Fall, and biking and enjoying our lakes in the summer. Outside of our day jobs, we enjoy spending time with our family and friends and traveling the world, experiencing local cultures and taking in the amazing landscapes and experiences each location offers. We are also fortunate to be involved with some amazing non-profits. Kristin volunteers as a wish grantor with Make-A-Wish and I serve on the Boards of Fishing with Vets and the MN chapter of the MN Cancer Society.
Book a 30-min introductory call with Aaron.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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