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Podcast: Registered Investment Advisor Podcast
Episode: Integrated Wealth Management with Family CFO Approach
Description: Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team.Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional accounting firm. He provided business and stock option (409A) valuation services for early-stage companies and forensic financial analysis for expert testimony.Aaron graduated Summa Cum Laude with a Finance degree from the Un...