Aaron Motai

CFP®, CRPC®

Aaron Motai

Aaron Motai is a Portfolio Manager in our Tampa office. Aaron earned a Bachelor of Science in Finance from the University of South Florida. Aaron is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Retirement Planning CounselorSM (CRPC®) designation. Aaron has volunteered with local Tampa organizations including Feeding Tampa Bay and Junior Achievement. For more than a decade, Aaron has assisted clients with investments, financial planning and wealth management.