Aaron Argiso, CFP®
Financial Advisor
Tax-focused Retirement Strategies for Portland, Oregon and Vancouver, WA
Biography
Aaron brings over a decade of experience in financial services to Harlow Wealth Management. Using his background in investment management and financial planning, Aaron is passionate about helping clients achieve their unique personal and financial goals.
Aaron is a CERTIFIED FINANCIAL PLANNER®, and has passed the Series 65, the NASAA Investment Advisers Law Examination. He takes pride in his work as a fiduciary acting in the best interest of his clients. Graduating from the University of Washington with a degree in psychology, he incorporates an individualized approach and knowledge of behavioral finance in his work as an advisor to help his clients focus on and achieve what is most important to them in their lives.
Aaron lives in Portland where a typical day involves tending to his vegetable garden
and his daily walks with Romeo, his Great Pyrenees. He enjoys spending time with
friends and family, traveling, camping, fishing, diving, and anything else that gets him
outdoors in the beautiful Pacific Northwest.
(360) 573-2522
Email Aaron Argiso
Vancouver, Washington
LinkedIn
Currently Accepting New ClientsPublished Articles
Coming soon.
Frequently Asked Questions
Is it worth hiring a financial advisor in retirement?
For many retirees, professional guidance can provide confidence and clarity. A financial advisor can help coordinate retirement income, investments, tax strategies, and long-term planning so your financial decisions support the retirement you envision.
Why work with a local retirement planner instead of a national firm?
Working with a local retirement planner means having someone who understands the unique financial considerations of living in Southwest Washington and the Portland metro area. You’ll also have the convenience of meeting in person whenever you need guidance.
Can you help with Roth conversions?
Yes. Roth conversion strategies can be an effective way to manage taxes in retirement for the right individuals. We’ll evaluate whether a Roth conversion aligns with your retirement income, tax situation, and long-term financial goals.
Can I work with a financial advisor in Vancouver, WA if I live in Portland, OR?
Absolutely. I work with clients throughout Vancouver, Portland, and the surrounding communities in both Washington and Oregon. Whether you prefer to meet in person or virtually, we’re here to help you plan for a confident retirement.