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  2. Aaron Kniss

Aaron Kniss

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Aaron Kniss
Consultant
Phone: 
(703) 205-0372
E-mail: 
akniss@ascendplanning.com

One of my favorite past-times is watching motor racing. Although motor racing is entertaining, there is a large amount of risk the driver endures. However, as with many things in life, if you are good at racing, the rewards can be exponential. This mentality is something I try to apply to my practice on a regular basis, helping individuals, families and business strike a balance of risk and reward to meet their financial goals.

As someone who was born and raised in the Washington, D.C. Metro area, I have a strong understanding of the financial stresses that Washingtonians face on a regular basis. With the ever-rising cost of living and the influx of people moving to the area, it can be overwhelming to navigate the changes in the market. Whether it’s working closely to help individuals invest for retirement, assist families with long term care planning, or showing a business how to protect and preserve their hard work, I work diligently with our team of professionals to develop the best strategies for our client’s needs.

CA Insurance License #0182809

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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