Aaron Funk

Aaron Funk has a strong background in wealth management and financial consulting. Aaron is currently the Director of Wealth Strategies at RBC Wealth Management RBC Clearing and Custody, a position they have held since April 2018. Prior to this role, Aaron worked at RBC for over 15 years, starting in 2002. During their time at RBC, they held various roles including Senior Manager of Wealth Management Strategies, Vice President Senior Business Growth Consultant, Vice President Wealth Management Consultant, Primary Advisor Support Consultant, and Dividends and Reorg Consultant. Before joining RBC, Aaron worked as a Travel Coordinator at Carlson Marketing Group from 1998 to 2001.

Aaron Funk, CFP®, RICP®, AIF®, AWM, holds a Bachelor of Science degree in Marketing from Saint Mary's University of Minnesota. Aaron has obtained several professional certifications, including the CERTIFIED FINANCIAL PLANNER™ Professional and Retirement Income Certified Professional® from the CFP Board. Aaron also holds the Retirement Income Certified Professional RICP certification from the American College of Financial Services. Additionally, they have an Accredited Investment Fiduciary designation and is an Accredited Wealth Manager (AWM) from Michigan State and MDI. Aaron has acquired various licenses, such as Life, Health, Accident, and Variable insurance producer licenses, as well as the Series 24, Series 66, Series 7, and Yellow Belt Six Sigma certifications.