BACKGROUND & PLANNING FOCUS
Get to know Aaron.
Aaron Waxman advises individuals, executives, entrepreneurs, and families whose wealth spans generations. He combines investment advice with planning for complex income and estate tax needs. Before joining Cerity Partners, he was a principal at B|O|S and worked in PricewaterhouseCoopers’ private client services group.
- Reported firm
- Cerity Partners
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
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