Aaron Popyk, CFP®
Novi,MI
Summary
Fee-only, fiduciary financial planner with 3+ years of professional experience.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Savant Wealth Management
Plymouth, MI
04.2025 - Current
- Manage 80+ client relationships as lead and co-advisor, utilizing industry software to optimize the client experience.
- Develop comprehensive client recommendations based on quantitative and qualitative data, while adhering to fiduciary standards.
- Coordinate with outside vendors, such as attorneys and accountants, to facilitate client needs.
- Generate new revenue through referrals, networking events, and enhancing online presence.
Associate Advisor
Savant Wealth Management
Plymouth, MI
11.2022 - 04.2025
- Facilitated daily meeting preparation and client follow-up for lead advisors.
- Created financial projections and tax analyses, presenting findings during client meetings.
- Oversaw daily office operations by scheduling appointments, collecting documents, and managing client communications.
- Collaborated with management to streamline processes and enhance operational efficiency.
Client Service Associate
SGH Wealth Management
Lathrup Village, MI
05.2022 - 09.2022
- Facilitated daily client relationship management, addressing portfolio inquiries and distribution requests.
- Created comprehensive retirement projections and conducted 401(k) analyses for clients.
- Compiled pre- and post-client meeting notes to support lead advisor's review.
Education
Bachelor of Arts - Economics, Departmental & University Honors
Wayne State University
Detroit, MI05.2022
Skills
- Holistic financial planning, including retirement, tax, investment, education, estate, and debt planning
- Expertise in Salesforce, Tamarac, MoneyGuide, Holistiplan, and JumpAI
- Client relationship management
- Microsoft Office
Certification
- CERTIFIED FINANCIAL PLANNER® Professional
- Series 65 Securities License
Timeline
Financial Advisor
Savant Wealth Management
04.2025 - Current
Associate Advisor
Savant Wealth Management
11.2022 - 04.2025
Client Service Associate
SGH Wealth Management
05.2022 - 09.2022
Bachelor of Arts - Economics, Departmental & University Honors
Wayne State University