Aaron Sevigny, CRPS^®, AIF^®, CEP^®
President & CEO - Acadia Wealth Management, LLC

Aaron is a seasoned asset manager and educator. Through his affiliation with United Planners’ he works diligently to connect his clients’ financial and personal lives with intuitive, easy to understand and comprehensive wealth management strategies. In the late 1990s, he started his career in the financial services industry, working for reputable institutions such as Chase Manhattan Bank in Boston, MA and SEI Private Trust Company, located outside of Philadelphia, PA. With this breadth of experience and knowledge, he opened his own firm, Acadia.

Practicing in Southwest Florida since 2003, Aaron has used his professional guidance to help Retirees, Physicians, Executives and Business Owners reduce risk in their investment portfolios while saving on taxes, increasing retirement income, and optimizing their financial lives.

Aaron graduated Magna Cum Laude with honors in Economics from Ursinus College in Collegeville, PA.  

Licenses and Designations

• Chartered Retirement Plans Specialist® - CRPS®
• Accredited Investment Fiduciary® - AIF®
• Certified Estate Planner™ - CEP®
• Registered Financial Consultant - RFC 
• General Securities Representative, FINRA Series 7
• Uniform State Law and Investment Advisor Representative License, FINRA Series 66
• General Securities Principal, FINRA Series 24
• Registered Options Principal, FINRA Series 4
• Florida Life, Health and Variable Annuity License, State Insurance License
• Florida Notary, Notary Public of The State of Florida
  

Awards

• 2010 Recipient Gulfshore Business Magazine’s “Forty Under Forty” Award.

Professional Associations

• National Institute of Certified Estate Planners (NICEP)
• Aircraft Owners and Pilots Association (AOPA)
• Phi Beta Kappa (PBK)
• The Florida Notary Association
• Bonita Springs Area Chamber of Commerce 
• Commanderie De Bordeaux, Naples Chapter