aaron c. gate , cfp®
Associate Client Advisor at CooksonPeirce
associate client advisor cooksonpeirce
CooksonPeirce
https://www.linkedin.com/company/cooksonpeirce
Associate Client Advisor
Akron, Ohio
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Springside Partners
https://www.linkedin.com/company/springsidepartners
Client Relationship Manager
Akron, Ohio
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The University of Akron
https://www.linkedin.com/company/the-university-of-akron
Student Assistant
Akron, Ohio
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Capital Advisors, Ltd.
https://www.linkedin.com/company/capital-advisors-ltd
Financial Analyst Intern
Cleveland, Ohio
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Fazoli's Restaurant Management, LLC
https://www.linkedin.com/company/fazolis
Service Leader
Mansfield, Ohio
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School Specialty, Inc.
https://www.linkedin.com/company/school-specialty
Shipping Expediter
Mansfield, Ohio
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Finance - Financial Planning
Bachelor of Business Administration (B.B.A.)
The University of Akron
https://www.linkedin.com/school/the-university-of-akron/
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Lexington High School
1st Place Written Case - National Financial Planning Challenge
Financial Planning Association, CFP Board, Ameriprise Financial
1st Place in "How Do You Know?" Quiz Bowl - National Financial Planning Challenge
Financial Planning Association, CFP Board, Ameriprise Financial
2nd Place Overall - National Financial Planning Challenge
Financial Planning Association, CFP Board, Ameriprise Financial
Accounting Principles I
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Accounting Principles II
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Business Analytics
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Business Calculus
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Business Statistics
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Contemporary Federal Taxation
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Financial Markets and Institutions
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Financial Statement Analysis
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Foundations in Personal Finance
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Intermediate Corporate Finance
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International Business
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Internship in Financial Planning
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Investments
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Legal and Social Environment of Business
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Management: Principles & Concepts
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Marketing Principles
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Personal Leadership Skills
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Principles of Finance
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Principles of Macroeconomics
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Principles of Microeconomics
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Principles of Supply Chain & Operations Management
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Retirement Planning
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Risk Management: Life & Health
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Risk Management: Property & Casualty
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Seminar in Financial Planning
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Spreadsheet Modeling & Decision Analysis
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Strategic Management
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Taxation for Financial Planning
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CERTIFIED FINANCIAL PLANNER™
CFP Board
Notary Public
State of Ohio
And that’s a MAC Championship Title. 🏆💙💛 Next stop, the NCAA Tournament! 🦘🏀 #GoZipsThe Akron Zips earned their spot with a 75-55 win over…
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Liked by Aaron C. Gates, CFP®
We are growing!  Please join us in welcoming Client Advisor,  Mike Doyle, CFA, CFP to our team. Mike has joined our Private Client Team with over  10…
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Liked by Aaron C. Gates, CFP®
I’m happy to share that my family and I are moving to Denver as I start a new position as VP- Branch Manager at Charles Schwab’s Lone Tree Branch. I…
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Liked by Aaron C. Gates, CFP®
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Artificial Intelligence, Deep Learning, Machine Learning
https://www.linkedin.com/groups/1814785
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Certified Financial Planner Board of Standards, Inc. (CFP Board)
https://www.linkedin.com/groups/3020476
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Finance Plus: Private Equity, Venture Capital and M&A News
https://www.linkedin.com/groups/39259
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Group College of Business - The University of Akron
https://www.linkedin.com/groups/2105653
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FP&A - Financial Planning & Analysis
https://www.linkedin.com/groups/2102983