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Aaron Kennedy

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Aaron M. Kennedy, a Certified Financial Fiduciary, Certified Funds Specialist and Certified Plan Fiduciary Advisor, founded New Aspect Financial Services, LLC in 2015. As an Investment Advisor Representative Aaron holds himself to the highest standard and acts as a fiduciary for his clients to help them successfully navigate through all of their financial planning needs and goals. Considered a “financial coach,” Aaron’s advice-based relationship approach to financial planning, ensues trust and affirms his commitment to helping his clients achieve their objectives. Aaron works closely with business owners in the areas of business and succession planning, employee benefits, and risk management. For individuals and their families, Aaron’s expertise in retirement planning and funding, educational goals and estate planning, protection and transfer is a tremendous asset to his clients. With over two decades of business experience, Aaron started his career in the financial services industry in 1998 with the Mutual of New York Insurance Company. In 1999 he was named the Top Producer in applications. In 2001, Aaron became an equity partner with Stark Miller Financial Benefits Group where he helped build the organization to become one of the top agencies at the Broker Dealer. In 2011, Aaron was named President and CEO of Stark Miller Financial Benefits Group. In 2015, Aaron’s dedication to adding value and creating a superior experience for his clients lead him to step away from Stark Miller Financial Benefits Group and form, New Aspect Financial Services, LLC. New Aspect Financial Services, LLC is a company dedicated to a suite of financial services and experts. As Senior Partner, Aaron believes in a collaborative planning approach for his clients and works closely with the partners and members of the firm. Additionally, Aaron works with Woodbury Financial Services to act as his Independent Broker Dealer to bring added value to his clients. Aaron and his beautiful wife, Melanie, have two active sons, Nickolas and Pochie Kennedy. Together, the family lives in the gorgeous state of Colorado where Aaron works closely with clients near and far to provide first-rate service. Away from business, Aaron enjoys golf, camping in the Rockies, time on the water and working with community based programs in support of foster children and organ donation.

Professional Experiences

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Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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