Aaron Safier is the founder and chief executive officer of Sapphire Wealth Advisory Group, a New York based firm that provides a full suite of financial services for high-net-worth individuals, families, and business owners. Aaron has a long history of success within the financial sector that encompasses more than 14 years of experience and several roles in prominent companies. One of his first career achievements was as a branch sales associate for M&T Bank, where he garnered and managed client relationships and was responsible for opening more than $3M in new accounts within his first year. Aaron followed this success with a role as a registered associate for Morgan Stanley, where he worked closely with financial advisors and money managers to create investment proposals and investment portfolios for their high-net-worth clients. This role also allowed Aaron to further augment his skillset through involvement with securities research, investment modeling, trust & estates, and insurance.
In 2011, Aaron accepted an appointment with Barnum Financial Group as a financial planner and special needs planner. For the last seven years, he has worked with families who had dependents with special needs, entrepreneurs, and young professionals, helping them to make informed decisions about their long-term financial planning goals and establishing a legacy for the next generation. Having a personal interest in the area of special needs planning, Aaron can relate to many of the challenges a family may face. He has been a frequent guest speaker at non-profits and special education programs, providing financial literacy workshops to parents on key aspects that involve financial planning for families that have children with special needs. In the earlier part of 2018, Aaron was asked to be a guest on television to share different ideas that relate to key aspects of special needs planning.
As a highly specialized finance professional with a proven history of success within the industry, it was a natural progression for Aaron to assume his most recent leadership role with Sapphire Wealth Advisory Group. While he is depended on to oversee the operations and ensure the firm’s continual upward mobility, he remains devotedly engaged with his clients. On a daily basis, Aaron collaborates with his strategic partners such as accountants and lawyers, to assist clients in addressing concerns related to retirement planning, savings, asset protection, and investing. Similar to an architect, he constructs tailored financial plans based on their needs, goals, and resources in order to best prepare, protect, and provide for their financial success. As a result of this compassionate and genuine approach, Aaron has established an impressive and loyal roster of clients, who consider him not just an advisor, but a trusted friend.
A key element to Aaron’s value is his commitment to learning more about developments in the financial planning industry. As a result, he has successfully completed the accreditation exam to become an Accredited Wealth Management Advisor (“AWMA®”) and a Life Underwriter Training Counselor Fellow (“LUTCF”). He is also an avid reader on topics relating to behavioral finance and the history of Wall Street and the financial industry. Aaron holds a bachelor’s degree in finance from Yeshiva University, Sy Syms School of Business as well as an MBA in finance and international business from Iona College, Hagan School of Business. He has been a frequent guest speaker to provide financial literacy workshops at a variety of corporations, hospitals, and non-profit organizations. As an active alumnus of his high school, he frequently provides workshops to graduating seniors on different aspects of personal finance. Equally attentive to both the financial and local communities, Aaron maintains membership with the Manhattan Chamber of Commerce. He also volunteers at a number of local organizations that cater to children with special needs.
When he is not helping people with their financial goals or engaged in a philanthropic pursuit, Aaron enjoys spending time with his wife and 4-year-old son. He is an all-around athlete, who plays most sports, an avid runner and weight-lifter, and car show enthusiast. Growing up, Aaron’s favorite hobby was building and launching model rockets and his dream is to fly his own airplane.