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
Wealth Advisor
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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