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Our financial advice team


Aaron Smith, Financial Advisor serving the Renton, WA area - Ameriprise Advisors

Aaron Smith

CLTC®, ChFC®, CLU®

Financial Advisor

Insurance Specialist
AGP Wealth Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Insurance
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Interests

I believe in challenging yourself both physically and mentally. In high school I was a Washington State track contender. In college I earned membership into the Mensa society. In 2008 I graduated from the UW School of Business with a double major in Finance and Marketing. After graduation I was recruited to AGP Wealth Advisors, where I am proud to working for the past eleven years.

My free time is spent with family, friends, and church. I enjoy being physically active, I have even competed in the Washington Ironman contests!

Qualifications

  • CLTC® Certified Long Term Care®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • B.A. Business Administration, Finance and Marketing, University of Washington

Community participation

  • Ameriprise Day of Service
  • Finance committee Lake Baptist Church