Aaron NewlandCFP®
Managing Director•Business Development Officer
Aaron NewlandCFP®
Managing Director•Business Development Officer
Aaron M. Newland is a business development officer in CIBC Private Wealth’s Newport Beach office, with more than 30 years of experience in investment management and estate planning.
His background includes working as a vice president for First American Trust, FSB, and in the inception and management of an independent registered investment advisory business located in Long Beach, California. In these roles, he worked with individuals and owners of closely-held business entities in the areas of retirement, business succession and wealth management.
Previously, he served as a vice president with Fidelity Investments Personal Trust Services, where he worked with high net worth families to design and implement investment and estate planning strategies to meet their needs.
Aaron received a Bachelor of Science in finance from Bentley University in Waltham, Massachusetts, and holds the CERTIFIED FINANCIAL PLANNER™ certification. He was formerly on the board of directors of the Financial Planning Association of Orange County, California.
Aaron has also been involved with the Long Beach Memorial Medical Foundation and is a member of the Long Beach Estate Planning Council.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
