Aaron Fransen, CFP®, CHS
Certified Financial Planner® professional
#1. Aaron rarely wears a suit and tie and prefers comfortable pants and polo shirts- so if a three-piece suit or tie is an expectation, you might be let down.
#2. Our office is a virtual office. We do not have a physical office address to meet with clients. By leveraging technology, we offer virtual meetings for those clients who are comfortable with this type of technology.
This mode of operations has created more time freedom to structure road days to offer house calls to clients who prefer face-to-face meetings in their homes or office.
Kelly McMurdo, Fransen Financial’s talented and organized administrative assistant, she had been with me since 2008. A lifelong BC resident, Kelly grew up on Vancouver Island before moving to the mainland to pursue an administrative career. After eight years at a downtown law firm, where she worked her way from receptionist to office manager, she was hired by Aaron to handle all of his office organizational needs. Kelly loves to spend time with her husband Jeff, and her kids Abbey and Max. She is an avid runner, and she enjoys living an active lifestyle.