Aaron Widera

aaron@fanwmg.com

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Aaron graduated from the University of California, Los Angeles, with a degree in Economics and a concentration in Business. He spent several years in accounting and finance roles in the film industry before eventually becoming a tax preparer. He most recently worked nine years at Intuit, one year as a tax expert (answering phone calls and preparing returns), then four years as a tax lead (assisting experts on the phone in research), followed by four years as a tax manager (supervising 25-30 seasonal agents answering phones and preparing returns). As a senior tax planner at Financial Advisors Network, Aaron utilizes his past experience to get to know clients and their overall financial situations, so they can save the most money possible when filing their taxes.

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Aaron holds the following licenses and certifications:

• Enrolled Agent (U.S. Treasury/Internal Revenue Service)
• CFP® Professional (CERTIFIED FINANCIAL PLANNER™)

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Aaron was born in Oregon, but was raised and still lives in Long Beach. He enjoys exercising, watching soccer and football, listening to music/going to record shops, going to concerts and plays, and hanging out with his wife, family, and friends. He also enjoys volunteering as a dog walker/dog treat giver for rescues and shelters in Orange County.