ASSOCIATE FINANCIAL PLANNER
Aubrey Klearman, CFP® 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: Along with the rest of the team, Aubrey is deep in end-of-year planning! With that comes reviewing Clients’ tax returns, rethinking year-end tax strategies, and wrapping up on to-do items before their December 31 deadlines. She’s enjoyed learning the ins and outs of the new tax law, and has realized more and more that the career she chose is really all about adapting to new changes and constantly learning/relearning about all things related to financial planning — AND she continues to love it.
Outside of work, Aubrey’s soccer team won first in their division, which has been a super exciting hobby for her that she recently picked back up. She’s also been attending lots of concerts lately, is getting back into knitting, and is happy that it’s starting to get a little chillier in San Francisco so that she can finally pull out her sweaters!