Aaron Tomita

Wealth Advisor - Business Owners & Executives

Role
Wealth Advisor at Avior Wealth Management, Llc
Location
Omaha, NE, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Aaron Tomita

Aaron Tomita is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Investment Management…

Experience

  1. Wealth Advisor

    Avior Wealth Management, Llc

    Jul 2022 — Present · Omaha, NE, US

Education

  • Yale School of Management

    Certified Investment Management Analyst (CIMA) Certification

  • Creighton University's Heider College of Business

    Bachelor of Science - BS, Financial Planning and Services

    2020

  • Creighton University

    Bachelor of Science in Business Administration - Financial Anlysis, Financial Planning and Services

    2020

Skills

  • Microsoft Excel
  • Microsoft Powerpoint
  • Investments
  • Wordpress
  • Facebook Marketing
  • Microsoft Word
  • Bing Ads
  • Customer Service
  • Social Media

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Aaron Tomita — Wealth Advisor at Avior Wealth Management, Llc in Omaha, NE, US | Unifers