Conrad Aarseth, EA, CFP®
Conrad has been serving individuals and families to meet their retirement, estate, investment and tax planning needs since 2007. As a CERTIFIED FINANCIAL PLANNER™ professional, Conrad seeks to help individuals and families gain confidence and control over their financial situation so they can work toward accomplishing their life goals. He is responsible for leading clients through the wealth management process, which includes guiding clients from goal setting to the creation and implementation of their own unique financial plan.
Prior to joining Dynamic Wealth Strategies, LLC, Conrad worked with clients as a financial advisor with a San Diego based financial planning and investment firm. He was also a valued co-host on their local financial radio show. After moving back to Northern California in 2009, Conrad joined one of the nation’s largest financial planning companies. There he continued to work with clients as a personal financial planner. Conrad holds a Bachelor of Science degree in Business Administration with a concentration in Financial Services and a Certificate in Personal Financial Planning from San Diego State University. Conrad lives with his wife, Stephanie and their two kids. In their free time, they enjoy hiking, snow boarding, golf, traveling and other outdoor activities. Conrad holds his California Insurance License # 0G53602