aaron c. gate , cfp®
Associate Client Advisor at CooksonPeirce
associate client advisor cooksonpeirce
CooksonPeirce
https://www.linkedin.com/company/cooksonpeirce
Akron, Ohio
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Associate Client Advisor
Springside Partners
https://www.linkedin.com/company/springsidepartners
Akron, Ohio
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Client Relationship Manager
The University of Akron
https://www.linkedin.com/company/the-university-of-akron
Akron, Ohio
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Student Assistant
Capital Advisors, Ltd.
https://www.linkedin.com/company/capital-advisors-ltd
Cleveland, Ohio
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Financial Analyst Intern
Fazoli's Restaurant Management, LLC
https://www.linkedin.com/company/fazolis
Mansfield, Ohio
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Service Leader
School Specialty, Inc.
https://www.linkedin.com/company/school-specialty
Mansfield, Ohio
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Shipping Expediter
Bachelor of Business Administration (B.B.A.)
Finance - Financial Planning
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The University of Akron
https://www.linkedin.com/school/the-university-of-akron/
Lexington High School
Financial Planning Association, CFP Board, Ameriprise Financial
1st Place Written Case - National Financial Planning Challenge
Financial Planning Association, CFP Board, Ameriprise Financial
1st Place in "How Do You Know?" Quiz Bowl - National Financial Planning Challenge
Financial Planning Association, CFP Board, Ameriprise Financial
2nd Place Overall - National Financial Planning Challenge
Accounting Principles I
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Accounting Principles II
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Business Analytics
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Business Calculus
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Business Statistics
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Contemporary Federal Taxation
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Financial Markets and Institutions
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Financial Statement Analysis
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Foundations in Personal Finance
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Intermediate Corporate Finance
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International Business
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Internship in Financial Planning
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Investments
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Legal and Social Environment of Business
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Management: Principles & Concepts
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Marketing Principles
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Personal Leadership Skills
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Principles of Finance
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Principles of Macroeconomics
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Principles of Microeconomics
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Principles of Supply Chain & Operations Management
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Retirement Planning
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Risk Management: Life & Health
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Risk Management: Property & Casualty
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Seminar in Financial Planning
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Spreadsheet Modeling & Decision Analysis
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Strategic Management
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Taxation for Financial Planning
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CFP Board
CERTIFIED FINANCIAL PLANNER™
State of Ohio
Notary Public
Liked by Aaron C. Gates, CFP®
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And that’s a MAC Championship Title. 🏆💙💛 Next stop, the NCAA Tournament! 🦘🏀 #GoZipsThe Akron Zips earned their spot with a 75-55 win over…
Liked by Aaron C. Gates, CFP®
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We are growing!  Please join us in welcoming Client Advisor,  Mike Doyle, CFA, CFP to our team. Mike has joined our Private Client Team with over  10…
Liked by Aaron C. Gates, CFP®
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I’m happy to share that my family and I are moving to Denver as I start a new position as VP- Branch Manager at Charles Schwab’s Lone Tree Branch. I…
Artificial Intelligence, Deep Learning, Machine Learning
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Certified Financial Planner Board of Standards, Inc. (CFP Board)
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Finance Plus: Private Equity, Venture Capital and M&A News
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Group College of Business - The University of Akron
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FP&A - Financial Planning & Analysis
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