Aaron J. Crowley

About Aaron J. Crowley

Mr. Crowley has 13 years of experience in the financial services industry. He has been with the Falbaum Investment Group and RBC Wealth Management since 2011. He is focused on the continuing development of their private client base. Aaron strives to help his clients grow, manage and protect their assets. He uses his knowledge of the financial markets to assist clients with making prudent decisions for long-term financial success. He also assists the team with corporate clients, providing participant education, enrollment meetings and individual interaction. Mr. Crowley is a graduate of Arizona State University with a bachelor\'s degree in Business and Communications. He has series 6, 7, 63 and 65 licenses, as well as an Arizona insurance license. Mr. Crowley holds the Certified Financial Planner designation (CFP®). Certified Financial Planner (CFP®) professionals are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow the Certified Financial Planner (CFP®) professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.Mr. Crowley also holds the Chartered Life Underwriter (CLU®) designation which is one of the oldest and most respected credentials in financial services, dating back to the late 1920’s. It represents a thorough understanding of a broad array of personal risk management and life insurance planning issues and stresses ethics, professionalism, and in-depth knowledge in the delivery of financial advice.

Experience

1. Financial Advisor

   RBC Wealth Management

   Sep 2014 — Present

Education

• Arizona State University

  Bachelor of Business Administration (B.B.A.)

  2006 — 2008