Aaron Schulz joined Equitable Advisors LLC in 2026 after earning his Finance degree from Miami University. He holds his Ohio Life and Health Insurance License along with the Series 7 and Series 66 registrations.
Aaron works with individuals, professionals, and families who want clarity and confidence when it comes to their money and retirement. He believes financial planning should feel like a conversation, not something overwhelming or impersonal. His approach is simple. He listens first, works to understand what matters most to you, and builds a personalized plan that aligns with your goals and your life.
Originally from Kirtland, Ohio, Aaron enjoys golfing, playing tennis, fishing, and traveling. He is active in his community and is a member of Kings Church of Lakewood.
Above all, Aaron is committed to building long term relationships and helping clients make smart, practical decisions for their future.