Broker Check

844-WestPac

Aaron Puttroff, CExP™, CFP®

Aaron Puttroff, CExP™, CFP®

Partner, Living Legacy

My passion is to ensure that my clients live their vision of the good life. I’ve seen first-hand the impact of poor financial decision making as well as the adverse implications of conventional advice. I view myself as a protector. I’m on a mission to defend against the shortfalls of common planning that doesn’t take into account the unpredictability of real life. I accomplish this by viewing your finances through a wide-angle lens and using a comprehensive planning approach.

I collaborate with business owners, professionals and families.

Born and raised in Kansas, Aaron set down roots in San Diego after a decade of service as an officer in the Marine Corps. He and his wife, Kathryn, have two children and are active members of the San Diego community. Aside from Aaron’s professional life, he enjoys adventures, reading, outdoor sports and being engaged in his children’s education and activities.

Living Legacy is part of the WestPac Wealth Partners Family. Learn more at www.LivingLegacyLLC.com.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC., a DBA of WestPac Wealth Partners, LLC. | Living Legacy Financial & Insurance Services is not an affiliate or subsidiary of PAS or Guardian | AR Insurance License #9233390 | CA Insurance License #0F64319 | 2019-90768 Exp. 12/21