Aaron Verdile

CFP®, RICP®, MSFS

Aaron Verdile joined Professional Financial Consultants in 2018 with experience and knowledge as a Certified Financial Planner for a large financial institution. After being an advisor for such a large firm, he made the decision to join with a local independent firm, where he can focus more on current client satisfaction than on the goals of a large national organization.

Over his decade plus in the financial services business, Aaron utilizes his skills in portfolio management and goal based financial planning to help his clients achieve their objectives while always keeping the clients’ bests interests a priority. Aaron focuses on holistic financial planning with the goal of protecting, building, and preserving multi-generational wealth through tax efficient savings and transfer strategies.

Aaron has received multiple designation to help provide excellent service, including Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP). He also received a Master of Science in Financial Services (MSFS) degree from the American College of Financial Services.

Born and raised in Beacon, New York, Aaron is as strong supporter of the local community. He is currently the treasurer for the non-profit organization the Beacon Sloop Club and past treasurer of Beacon Arts. Aaron has 2 nieces and 2 nephews which he enjoys attending sporting events and other family activities with. He also has been involved in the entertainment industry by being an audio engineer, running a recording studio and doing live musical events for over 2 decades.

Phone 914-455-2200
Fax 914-455-2201