Conrad M. Aarseth, CFP^®

Conrad Aarseth has been serving individuals and families to meet their retirement, estate, investment and tax planning needs for over five years.  As a CERTIFIED FINANCIAL PLANNER™ professional, Conrad helps 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 prominent 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 comprehensive 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.  He is also a member of the Financial Planning Association (FPA), the largest membership organization for personal financial planning experts in the U.S.

Conrad lives with his wife, Stephanie.  In their free time, they enjoy hiking, snow boarding, golf, traveling and other outdoor activities.

Conrad holds his Series 7 and 66 FINRA registrations and California Insurance License # 0G53602