Aaron D. Schindler CFP®

I am Aaron Schindler, a CERTIFIED FINANCIAL PLANNER™ professional and Managing Director with Wealth Advisory Group LLC in New York City. I specialize in wealth-building and asset protection strategies for individuals, families and small businesses, with an emphasis on investments and insurance. I am a specialist in advance eldercare planning and advising families on homecare and assisted living solutions.

I am also the owner of Care Concierge NY (CCNY), a stand-alone destination for multiple eldercare services in the NY/NJ/CT NYC metro area. CCNY provides Elite Direct Hire Home Aides, Assessments with Plans of Care by Geriatric Care Managers, and Social Activity Management.

Unlike most financial advisors, I directly manage most of my clients’ investment portfolios versus farming out portfolio management. After working with you to determine your investment goals, risk profile and allocation model, I design a portfolio that strives for below-average risk for your profile, while still achieving your target returns. I select stocks, bonds, ETFs, and mutual funds through company and market research, plus my own analysis of daily news events and technical indicators. My goal is to invest in industry and geographic sectors where I hope to find undervalued securities that will outperform market indexes and provide significant income through dividends and interest. I call those investments that generate income “cows that give milk.”

In addition to managing my clients’ investments, I provide insurance (life, hybrid life/long-term care and disability) to protect their assets and ability to earn income. For better or for worse, I have firsthand experience in managing my own mother’s long-term care and how owning an insurance policy can alleviate a family’s financial and emotional burden. My mom’s long-term care policy has so far funded more than $700,000 of her caregivers’ salaries. I have a unique, “soup to nuts” understanding of which long-term care and hybrid life/long-term care policies offer flexible benefits, how to file claims, and where to find local eldercare services.  

Many of my clients are in the arts, entertainment, media, medical, and finance industries. I often connect clients to create beneficial business relationships and cultural projects.

I hold Series 7, 63, and 65 licenses and am registered with Park Avenue Securities. I am a qualifying member of The Million Dollar Round Table, the international network of leading insurance professionals.

You might say that I’m the quintessential New Yorker – born and raised on Long Island, graduated from Columbia University, and now working and living in Manhattan.  Before joining the financial services industry almost seventeen years ago, I was a photographer’s agent at Contact Press Images, Inc. and Director of Photo Perspectives.

I am proud to serve as the Co-Treasurer of the Board of the W. Eugene Smith Memorial Fund. Every October, the fund presents annual grants in humanistic photography. My main activities include fundraising and managing the fund’s operating budget. In 2010, I co-produced acclaimed jazz singer and bassist Nicki Parrott in Peggy Lee, Big Instruments and Other Weapons of Mass Distraction.

I am a member of the “100 Club” and “Strategic Forum, two high level business networking groups. I also speak Spanish, collect photography, have won two World Hunger Year awards, and am an avid catamaran sailor.

See the Events page for activities and organizations I am involved in.

Registered Representative and Financial Advisor of Park Avenue Securities LLC. Insurance products offered through The Guardian Life Insurance Company of America.

Check the background of this investment professional on FINRA’s BrokerCheck.

Eilanie Espinal, Sales Assistant

Eilanie C. Espinal is my personal sales assistant. She is responsible for client services, including the processing of investment and insurance applications, and daily client support.

Eilanie received her Associates degree in Liberal Arts/Social Science at Westchester Community College and is also studying Radiography at Advent Health University in Orlando, FL.

Aaron is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800. Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.
PAS is a member FINRASIPC
© copyright, all rights reserved, 2019, by Aaron Schindler
This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 355 Lexington Avenue, 9th Floor, New York, NY 10017, ph# 212.541.9900.
Important Disclosures PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY.

2019-72028 Exp 1/21