Partner and Wealth Manager Aaron Das operates his Independent Investment Advisory practice at Kingsview Partners, bringing 16 years of experience to his clients.
Aaron was born in India, moving to Atlanta, Ga with his family when he was 8 years old and has remained in the area ever since. Growing up in Georgia, he has been raised to share his southern hospitality with everyone. After graduating from Emmanuel College with a degree in Business Administration he began his career in finance as a banker for BBT Bank, Wachovia, Wells Fargo and then transitioned to Wells Fargo Advisors as a Financial Advisor.
Aaron chose a career in Financial Services because of his personal passion and intrigue for investing, growing wealth, and making sense of it all during the ups and downs.
He thrives on assisting clients in understanding how the markets function and helping them feel comfortable investing and planning for their future.
Operating under a fiduciary standard along with Kingsview’s multi-custodian, fee-based platform, Aaron provides personalized advice, client centric financial Planning, professional portfolio management, streamlined performance reporting, and collaboration with tax and legal experts. He remains dedicated to establishing long term relationships built on the solid core values of trust and integrity.
Aaron enjoys an active lifestyle with his family. Outside of work, he enjoys spending quality time with his family which includes hiking, mountain biking, learning to surf, watching soccer, staying fit, creating unique pieces of art, playing the drums and traveling the world. He is also a big foodie!
We are aware of how difficult it can be to navigate wealth in ways that give you freedom and not more obligation.
Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.
Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.
Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.
Kingsview Partners attaches great importance to the responsibility borne from our fiduciary duty. Kingsview Wealth Managers may serve up to 40% fewer clients than their peers, allowing them a greater opportunity to listen, plan and execute for the investor.
