Aaron Moser CFP®

Certified Financial Planner at The ReFrame Group
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Contact Information
us****@****om
(386) 825-5501
Location
Vancouver, British Columbia, Canada, CA

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Bio

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5.0

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Mitch Yrjola

I've known Aaron for years and I wouldn't trust anyone else with the finances of my family. He is earnest and understanding of other people's wants and needs which makes him a tremendous help in achieving one's goals.

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Credentials

  • Certified Financial Planner (CFP)
    FP Canada
    Feb, 2021
    - Nov, 2024
  • Qualified Associate Financial Planner
    FP Canada
    Jan, 2020
    - Nov, 2024
  • FPSC Level 1
    FP Canada

Experience

  • The ReFrame Group
    • Canada
    • Insurance
    • 1 - 100 Employee
    • Certified Financial Planner
      • Sep 2019 - Present

  • Freedom 55 Financial
    • Financial Services
    • 700 & Above Employee
    • Financial Security Advisor
      • Jul 2011 - Sep 2019

      I make sure I clearly understand someone's goals before I ever offer them advice on how to achieve them I make sure I clearly understand someone's goals before I ever offer them advice on how to achieve them

  • Teck Resources Limited
    • Canada
    • Mining
    • 700 & Above Employee
    • Haul Truck Driver
      • Apr 2009 - Jun 2011

    • Autoclave Operator
      • Mar 2008 - Mar 2009

      Metallurgy

  • Grant Production Testing Services Ltd.
    • Oil and Gas
    • 1 - 100 Employee
    • Well Tester
      • Nov 2006 - Apr 2008

      Well Testing Well Testing

Education

  • Southern Alberta Institute of Technology
    -

Community

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