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Aaron Fulton, CFP®, MSFS †*Vice President, Financial Planning Consultant

Experience

Aaron Fulton is a partner, vice president and  financial planning consultant at HK Financial Services (HKFS). In collaboration with a client’s CPA, Aaron provides integrated planning and investment strategies for growing and protecting clients’ wealth. He designs personalized wealth management solutions by integrating estate planning, risk management and retirement planning based on each client’s unique objectives and priorities. He is also a licensed health, life and variable insurance agent.

Credentials

Series 7 and 66 securities licenses
Certified Financial Planner (CFP®)

Education

B.A. in economics with a minor in business management, St. John’s University, Collegeville, Minn.
Master of Science in Financial Services, American College, Bryn Mawr, PA.

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