Aaron J. Hulbert CFP®

Financial Advisor
585.203.1211-Ext 101

Aaron Hulbert serves as a Financial Advisor for Seneca Financial Advisors.  Aaron began his career at Seneca Financial Advisors as a Financial Analyst.  Mr. Hulbert provides Financial Planning and Advisory services to emerging professionals and executives.  These services include income tax planning and compliance, employee benefits planning, retirement planning, estate planning, investment advisory, and portfolio management.  Aaron is also responsible for assisting with the development and implementation of the firm’s investment strategy, prepares various financial planning and investment analysis and is a member of the firm’s Investment Committee. 

 

Education:

Alfred State College with an A.A.S. in Accounting and a B.B.A. in Financial Planning.

Certification:

CERTIFIED FINANCIAL PLANNER™ practitioner