As President of CLS Partners Retirement Services, Aaron is responsible for leading the Retirement Services division, providing guidance to clients and coordinating these services with the other CLS Partners’ business units.

Aaron has completed advanced financial and retirement plan training and he has received the Chartered Retirement Planning Specialists (CRPS) designation. He has received several industry awards including being recognized by NAPA as one of the Top 50 Plan Advisers under 40 in America in 2015 & 2017 and by The Financial Times as a Top 401(k) Retirement Plan Advisor in 2016.

He is also a frequent contributor to stories from outlets such as The New York Times, CNBC, Barron’s, InvestmentNews & WealthManagement.com. Aaron also writes a monthly column that is featured on InvestmentNews.

Aaron Pottichen

I help companies improve their 401(k) Plan

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