Source-backed profile
Aaron Waxman
Partner
Cerity PartnersSan Francisco, California
Multigenerational wealthFIRM PROFILE
Cerity Partners
Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.
Wealth managementInvestment managementFinancial planningEstate and gift planningTax planning and preparationTrust servicesFamily office servicesBusiness owner advisory
8linked professional records
8researched profiles
8listed office cities
THE PEOPLE CONNECTED TO THIS FIRM
Compare your conversations Explore linked advisors & professionals.
A directory relationship is not confirmation of current employment, registration, or availability. Open the profile’s source and verify with the firm.
Explore a listed cityBoston, Massachusetts1Chicago, Illinois1Cleveland, Ohio1Houston, Texas1Irvine, California1Los Angeles, California1Mill Valley, California1San Francisco, California1
Search index refreshed September 20, 2026. This is not a verification date for historical records.
A LITTLE CLARITY. A NEW POSSIBILITY.LET’S FIND YOUR STARTING POINT
Your next chapter deserves a thoughtful start.
A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.
Free to exploreYou control who hears from you