Aaron Pottichen serves as President of Retirement Services for CLS Partners. He helped to establish the firm’s Retirement Services Division and oversees its day-to-day operations. In this role, Aaron serves as CLS’ lead subject matter expert on employer retirement plans, helping clients and their employees get the most value from their plan.
Aaron brings a great depth of experience in the financial services industry, having worked with retirement plans of all sizes and in many different industry segments.
Prior to joining CLS Partners, he spent time with Merrill Lynch, where he served a wide variety of businesses to establish new retirement plans and improve existing plans to the benefit of employers and employees. Through his work at Merrill Lynch, Aaron acquired an extensive knowledge of 401(k) plans, which he brings to CLS Partners.
Aaron earned a Bachelor’s degree from San Diego State University and also received the Ronald Reagan Scholarship Award to study abroad at Oxford University. He holds the designations of Chartered Retirement Planning Specialist (CRPS®) and Chartered Retirement Planning Counselor (CRPC®).
Check the background of this investment professional on FINRA’s BrokerCheck