Aaron von Alst
Flagship Financial | Wealth Advisor | MBA
- Role
- Wealth Management Advisor at Flagship Financial Llc
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
About Aaron von Alst
Clarity over complexity. Helping individuals and families make smarter decisions with their money through education, planning, and disciplined investing.Aaron Von Alst | Wealth AdvisorFlagship Financial: 55 Sunnybrook Rd. Sanatoga PA 19464Branch # 28074 Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Experience
Wealth Management Advisor
Jan 2026 — Present · Sanatoga, PA, US
Aaron Von Alst | Wealth AdvisorFlagship Financial: 55 Sunnybrook Rd. Sanatoga PA 19464Branch # 28074Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Education
York College of Pennsylvania
B.S., Economics/Finance
2001 — 2005
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Business Strategy
2009 — 2012
Skills
- Training & Development
- Filenet
- Internal Communications
- Change Management
- Trading Systems
- Onbase
- Client Interfacing
- Business Process Improvement
- Business Analysis
- Business Process
- Infopath
- Document Imaging
- Business Advisory
- Sharepoint
- Software Training
- Institutional
- Visio
- Microsoft Crm
- Web Parts
- Client Services
- Business Management
- International Operations
- Kpi
- Operations Management
- Group Presentations
- Project Implementation
- Cross-Functional Team Leadership
- Sql Server
- Process Improvement
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