Aaron Hatch is a CFP®, co-founder of Woven Capital, and founding member of the XY Planning Network. Like most of his clients, Aaron has three business cards: AARON HATCH “Certified Financial Planner”, “AirBnB Super Host” and “Community Advocate”.
Gen X & Gen Y increasingly live “three-business card” lives, building assets by weaving together multiple streams of income. Woven Capital helps clients make sense of the complexity, worry less about money, and free up time to spend on the things that are important in life.
Aaron enjoys seeing things take shape, whether in his garden or his community, where he serves on the boards for Catalyst Redding Young Professionals, the Shasta Library Foundation, and the Shasta Land Trust. He established TEDx: Redding in 2011 and continues to nurture the spreading of worthy ideas locally and globally. At the end of the day, he is a father, a husband, and the bedeviled master to two Golden Retrievers.
Aaron earned a Bachelor of Arts from Saint Olaf College after majoring in Biology with a concentration in Management Studies, and his Personal Financial Planning Certificate is from UC Berkeley. He has been a proud Certified Financial Planner since 2011. This means he completed a CFP-Board registered study program, demonstrated mastery of over 100 topics in financial planning, passed a 10-hour exam, and spent three years working full time in personal financial planning.
What is a CERTIFIED FINANCIAL PLANNER™?
Most people think all financial planners are “certified,” but this is not true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks that represent a high level of competency, ethics, and professionalism. Moreover, because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest. Note: We are fee-only which means we receive no commissions. Just one of the ways we align our interests with yours.
For her day job, Rachel Hatch serves as Research Director for Silicon Valley-based Institute for the Future, a 47-year old organization dedicated to helping the public think more systematically about the long-term future. For seven years and counting, her professional life has been devoted to scanning for future trends and disruptions across a range of industries, and she applies the same skillset to Woven Capital. Rachel’s main area of focus is on understanding how to serve the next generation’s financial needs.
She has degrees from Yale University, Trinity College Dublin, and St. Olaf College, and spends her spare time practicing yoga.