1. AARON SQUIRES, ESQ. CPA, CFP®, CFA

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  *Licensed Attorney and CPA in both Nevada & California

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Aaron Squires Esq., CPA, CFP®, CFA is licensed as an Attorney and CPA in both Nevada and California focused on complex estate planning, portfolio management, income tax planning, and trust administration.  Aaron also holds the Certified Financial Planner CFP® certification and has many years of experience with financial planning and portfolio management for high-net-worth individuals.  Additionally, Aaron has attained the Chartered Financial Analyst (CFA) designation and has experience as a quantitative analyst on a multi-billion dollar large-cap-growth mutual fund.  

 

Aaron takes a wholistic approach to helping clients with financial planning, investment management, estate planning, tax planning, and risk mitigation.   These services are provided through Squires Law & Squires Investments, LLC which is a Nevada based law firm and a licensed Registered Investment Advisor.  The custody of all client assets is provided through Charles Schwab & Co Inc. as an independent 3rd party custodian which provides clients 24-hour access to their client accounts.  Aaron has more than 10-years of experience focused on boutique estate planning, portfolio management, and tax planning/preparation.  

 

As a background, to be licensed as an attorney generally a Juris Doctorate from an accredited law school is required and successfully passing a 3-day bar exam in the state of practice.  To be licensed as a CPA the four-part National CPA exam must be passed, and the applicant must complete two years of public accounting experience.  To be licensed as a Certified Financial Planner (CFP®) multiple prerequisites in financial planning, investments, estate planning, income taxation, and insurance must be completed, followed by the CFP exam given over 10-hours.  The Chartered Financial Analyst (CFA) designation requires 3-years of examinations focused on portfolio management and investments, along with 3-years of experience in the financial industry.  Still, certifications are designations are a symbol of competency, and do not provide any type of expectation of investment success as to subsequent investment decisions made by an Investment Adviser.  

 

Aaron Squires Esq., CPA, CFP®, CFA attended University of Nevada, Reno and graduated with three majors which included accounting, finance, and economics, magna cum lade. Subsequently, Aaron attended law school at Pepperdine University School of Law where he received his Juris Doctorate in 2006.   

 

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