National Resources

Aaron Huntoon, MBA, CRPC®, CBEC®
Director of Planning
Intellectual Capital, National Planning Institute

Aaron consults on comprehensive financial plan design and technical topics with Osaic Wealth, Inc. advisors nationally. He is a member of the National Planning Institute (NPI) and is part of the NPI Private Planning group serving LFA’s top planners by providing consulting and customized strategies for very highly affluent clients. Additionally, he serves as a Business Intelligence Institute Advisory Specialist, an Agribusiness planning specialist and as well as a charitable planning specialist. Annually, he conducts several presentations on estate, charitable and business planning topics company wide. He leads the Estate and Charitable Planning committee for the and presents at Osaic FA conferences, study groups and other outside conferences.

Aaron has a Master of Business Administration with a concentration in Finance and Accounting, Regis University, Denver, Colorado; Bachelor of Science in Marketing, International Business and Spanish from Miami University, Oxford, Ohio; and has worked in the financial services and wealth management industry for over 25 years. In addition, he holds a Chartered Retirement Planning Consultant designation through the College for Financial Planning in Greenwood, Village, Colorado and the Chartered Business Exit ConsultantTM through the International Exit Planning Institute Association in Boston, Massachusetts.