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Aaron Puttroff, CExP™, CFP®

Aaron Puttroff, CExP™, CFP®

Partner, Living Legacy

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

He collaborates 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

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 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 a 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 | 2021-128001 Exp. 10/23