“THOUGH I’M EXTREMELY DETAIL ORIENTED, NOTHING IS MORE GRATIFYING THAN PROVIDING PEACE OF MIND WITH
THE BIG PICTURE.”

– AARON RITTER –

AARON RITTER, CFP®

Advisor I Environmentalist
Aaron has been a holistic financial advisor since 2006. He holds the Certified Financial Planner™ designation, as well as a Master’ of Science in Personal Financial Planning. Aaron works primarily with clients who are socially conscious and philanthropically-minded. Aaron enjoys helping people achieve their financial goals in ways that align their wealth with their personal values, while prioritizing optimization and simplification over complication.

In addition to serving clients, Aaron teaches courses on charitable giving and retirement planning. Aaron is a member of the Santa Barbara Estate Planning Council and the Santa Barbara Council of Charitable Gift Planners. He volunteers for the Community Environmental Council, SustainableFuture.org, and Food from the Heart of Santa Barbara.

Aaron is a graduate of UC Santa Barbara and resides in Santa Barbara with his wife, Kristen, and two children, Matthew and Michelle. Aaron enjoys spending time with his family, exercising, reading, and traveling.