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Aaron Weinberg, CPA®

Managing Tax Partner

Aaron Weinberg is a Certified Public Accountant with nearly 20 years of specialized experience in advanced tax planning, compliance, and regulatory strategy for business owners, high-net-worth individuals, and multigenerational families. A graduate of Augustana College with a degree in accounting, Aaron has built his career helping clients navigate the complexities of U.S. taxation across a wide range of industries, with a strong focus on wealth preservation, business structuring, and succession planning.

Recognized for his deep technical expertise and practical, results-oriented guidance, Aaron partners closely with clients to design tax-efficient strategies that align with their long-term goals. He is known for his ability to translate complex regulations into clear, actionable insights, making him a trusted advisor to entrepreneurs, executives, and families who seek to protect and grow their wealth.

Clients value Aaron’s approachable style, clear communication, and forward-looking perspective on financial planning and tax strategy.

Outside of work, Aaron enjoys traveling with his wife, Gloria, spending time with family and friends, and discovering new restaurants.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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