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 has finally moved into her apartment in San Francisco and is settling into life working at the West Coast office! Her boyfriend, Thomas, her cat, Momo, and Aubrey made it to the city via a long road trip from Boulder, Colorado that included stops in Salt Lake City (her first time visiting) and Reno, Nevada where she visited and spent time with her Aunt. She is glad to finally be in person with the rest of the West Coast team, and she’s enjoyed experiencing new parts of San Francisco every day. Visiting Lands End has been her favorite experience so far because of the views of the ocean and the Golden Gate bridge, although she also loves going to the Divisadero Farmers’ Market and seeing all the fresh produce that she hasn’t been used to in Colorado.

Since moving to San Francisco, Aubrey has also attended her first Financial Planning Association meeting where she enjoyed connecting with others in the profession. At Yeske Buie, Aubrey has been focusing on being a sponge and soaking in all the information she can during meetings, and trying to live in the moment because it already seems like time is flying by.