Aaron Bean, CPA

Financial Advisor at Financial Reserve

Portland, Oregon, United States

About

Our Mission: To build and preserve our clients' wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with a short-term focus to help you achieve resounding success! Wealth Creation, Preservation, and Transfer Disclosure: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Financial Reserve Investors Inc. are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Experience

  • Financial Advisor at Financial Reserve
    Dec 2021 - Present · 4 yrs 7 mos

  • HawkSoft (Canby, Oregon, United States)
    • Controller
      Jul 2019 - Dec 2021 · 2 yrs 6 mos

    • Senior Accountant
      Jul 2018 - Jul 2019 · 1 yr 1 mo

  • M&A Accounting Specialist at Intel Corporation
    Apr 2016 - Jul 2018 · 2 yrs 4 mos

  • Audit Associate at KPMG US
    Jul 2015 - Apr 2016 · 10 mos

  • License Compliance Manager at Brigham Young University: Intellectual Property Services
    Jan 2013 - Apr 2015 · 2 yrs 4 mos