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Aaron Puttroff, CExP™, CFP®

Aaron Puttroff, CExP™, CFP®

Partner, Living Legacy

My passion is to aim my clients toward avoiding financial failure and facilitate living 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, inadequate products, advisors who promote risky strategies and the impact of plans that don’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 families, professionals and owners of closely held companies.

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). Financial Representative of Guardian, CA Insurance License #0F64319