Aaron Paul Waxman

Aaron Paul Waxman is a Partner at Cerity Partners based in San Francisco, where he provides comprehensive investment and planning advice to high-net-worth individuals. He specializes in working with multigenerational families, business executives, and entrepreneurs with complex income and estate tax planning needs. The email address [hidden] references the legacy domain of Bingham, Osborn & Scarborough (B|O|S), which merged with Cerity Partners in Q2 2022.

Aaron earned his Bachelor of Science in Finance from Santa Clara University. After graduating, he began his career at PricewaterhouseCoopers LLP, where he worked as a Manager in the Private Client Services Group, advising high-net-worth clients on tax and financial planning strategies. This foundation in accounting and tax advisory equipped him with deep technical expertise in wealth structuring and estate planning.

He later joined Bingham, Osborn & Scarborough (B|O|S), a prestigious San Francisco-based registered investment advisor founded in 1976. At B|O|S, Aaron rose to become a Principal and was appointed to the firm's Board of Managers, where he played a strategic role in firm-wide initiatives and day-to-day operations. In 2018, B|O|S management, including Aaron, led a transaction to buy back majority ownership from Boston Private Financial Holdings, regaining independence with approximately 68% ownership held by principals and founders. In 2022, B|O|S merged with Cerity Partners, a leading national wealth management firm, and Aaron continues as a Partner in the combined organization.

Aaron holds both the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations, as well as a Series 65 license. He is recognized as one of the San Francisco Bay Area's top wealth advisors, combining technical tax expertise with personalized investment guidance.

Note: Aaron Waxman is a wealth management professional, not an active venture capital or angel investor. His role involves advising clients on wealth management, investment strategy, and estate planning rather than deploying capital into startups or seed-stage companies.

As a wealth advisor at Cerity Partners, Aaron's focus areas include:

Cerity Partners manages approximately $80 billion in assets across wealth management, tax, and business advisory services for individuals, families, and institutions.

• Comprehensive wealth planning for high-net-worth families
• Estate and tax planning strategies for individuals with above-average income
• Investment advisory services for business executives and entrepreneurs
• Multigenerational wealth transfer and family office services
• Philanthropic planning and charitable giving strategies

Aaron Waxman does not have a publicly documented portfolio of venture capital or angel investments. His professional work centers on advising clients rather than making direct equity investments in startups.