AUBREY KLEARMAN
ASSOCIATE FINANCIAL PLANNER
Aubrey Klearman holds a Bachelor of Science in Finance from The University of Colorado at Boulder, within the Leeds School of Business. Additionally, she pursued an optional track in Personal Financial Planning, a certification in Global Business Studies, and a minor in Spanish Language, graduating in May 2023.
While in her junior year of college, Aubrey studied abroad in Barcelona, Spain for four months, taking classes that were almost completely taught in Spanish at the University of Barcelona. She lived with an 80-year-old host mom that exclusively spoke Spanish and Catalan, which allowed her to dive deeper into a culture and language that she has become passionate about learning.
During the summer of 2022, Aubrey interned at RMB Capital Management in Denver, Colorado, where she learned real applications of financial planning, adding valuable experience outside of the classroom to her financial planning education. After this, she took another internship during her final year of college at Mercer Advisors, solidifying her desire to work in financial planning, and developing stronger professional skills along the way.
Prior to graduating, Aubrey served as Co-President for the Financial Planning Club, helping to raise awareness about the amazing and rewarding opportunities that lay within her chosen career path.
In her free time, Aubrey likes reading, going on long walks, listening to music, adventuring, and playing with her cat Momo. She has also been learning to knit, and is excited to explore the West Coast.
Client Focus: Aubrey’s favorite aspect of financial planning is being able to help people through difficult moments as well as making a positive difference in their lives. She finds it unbelievably rewarding to build a relationship with a foundation of trust with Clients and feels fortunate to be a part of a process that advocates for the importance of financial literacy, while supporting Clients living a life they dream of.
Current Update: Aubrey passed her Certified Financial Planner® exam this summer! She’s excited to soon earn her designation, after completing her experience hours, and be able to continue helping support Clients in the best way possible. The hours, days, weeks of studying paid off and she’s now relishing her newfound free time.
She recently spent lots of time with the East Coast team in Golden, Colorado, at their company retreat, attended an awesome Dimensional Fund Advisors Workshop, and listened to amazing speakers at this year’s Far West Roundup conference for financial planners that’s held in Santa Cruz. Outside of work, she’s been getting back into going to lots of concerts, has been continuing to enjoy running in the city in the morning, exploring new places with her friends, and trying all sorts of new things. She’s also been getting back into knitting, and is currently working on a wool blanket. Life is good!