Team

Aaron Evans

CFA, CFP® | Senior Advisor, Partner

Engineering financial wellness strategies for young professionals, high-net worth families and everyone else in between. Experienced in financial plans, defense missiles, youth hockey, and the Adirondack Mountains.

Aaron Evans CFP, Senior Financial Advisor, Financial Planner: A man with short brown hair and glasses working at his computer. Strategic Financial Services Leadership team.

Dedicated professional passionate about helping people and his community.

As a Senior Advisor Aaron partners with clients of all ages to oversee their financial affairs. He develops structured financial plans and investment portfolios to achieve a wide variety of client goals, and helps clients discover what their goals might be if they are just getting started. Aaron is also a member of Strategic’s Investment Committee. In 2014, Aaron was named as a CNY 40 Under 40 honoree.*

Prior to joining Strategic in 2011, Aaron managed and designed defense solutions for the United States Armed Forces with Lockheed Martin Corporation in Syracuse, NY and Brooklyn and Cobham Defense Systems in Baltimore, MD.

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*Disclosure:

Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results.

Aaron Evans was recognized as one of the Central New York Business Journal’s “Mohawk Valley 40 Under 40” in 2014. This third-party ranking and award are based on nominations received from the community, designated by various local business leaders and peers. Nominees are vetted by a panel of community and business leaders based on a combination of qualitative data submitted by the nominators and the nominees’ contributions to their professions and communities, as well as their leadership qualities and professional achievements.

Education

Chartered Financial Analyst (CFA) Charterholder
Certified Financial Planner^®
Master’s in Business Administration, Finance, Simon Graduate School of Business at the University of Rochester
Bachelor of Science, Electrical and Computer Engineering, University of Rochester
Graduate Fellow, Engineering Leadership, Northeastern University

Community Service

Community Foundation, Herkimer & Oneida Counties, Investment Advisory Group
Excellus Blue Cross Blue Shield, Reginal Advisory Board
Yahnundasis Golf Club, Treasurer

Beneath the Surface

Claim to Fame

Aaron was part of the Strategic Babe Ruth baseball team that won a CNY championship in 1996.

Enjoys

Hockey dad life, ADK family adventures, coaching youth lacrosse, CNY sports and musical theater.

Family

Aaron lives with his wife MaryCarol, children Eli and Talia and their rescue dog Lyla.

If you laugh, you think, and you cry, that’s a full day. That’s a heck of a day. You do that seven days a week, you’re going to have something special.
Jim Valvano