{"id":151,"date":"2023-01-14T14:39:35","date_gmt":"2023-01-14T14:39:35","guid":{"rendered":"https:\/\/www.rbcclearingandcustody.com\/en-us\/?post_type=rbcwm_people&#038;p=151"},"modified":"2024-10-07T20:56:32","modified_gmt":"2024-10-07T20:56:32","slug":"aaron-funk","status":"publish","type":"rbcwm_people","link":"https:\/\/www.rbcclearingandcustody.com\/en-us\/people\/aaron-funk\/","title":{"rendered":"Aaron Funk"},"content":{"rendered":"\n<div class=\"wp-block-rbcwm-hero-block rbc-hero-wm rbc-hero-has-image-bleed rbc-hero-overlap rbc-hero-overlap-mobile rbc-hero-contain\"><div class=\"container\"><div class=\"row no-gutters\"><div class=\"col-lg-7\"><div class=\"rbc-card rbc-hero-card rbc-hero\"><div class=\"rbc-card-wrap\"><div class=\"rbc-card-body\"><div class=\"rbc-hero-body-content\"><h1 class=\"rbc-hero-title\"><span>Aaron Funk<\/span><\/h1><div class=\"rbc-hero-breadcrumb link-chev-left\"><div class=\"rbc-icon mr-half\"><i aria-hidden=\"true\" role=\"img\" class=\"rbc-icon-img fal fa-angle-left\" style=\"color:#006ac3\"><\/i><\/div><span style=\"color:#006ac3\"><a href=\"https:\/\/www.rbcclearingandcustody.com\/en-us\/about\/leadership\/\" data-type=\"page\" data-id=\"124\">Leadership<\/a><\/span><\/div><hr class=\"rbc-hero-hr hr-mini bdr-accent\"\/>\n<p class=\"is-style-hero-subtitle\">Director, Wealth Strategy<br>RBC Clearing &amp; Custody<\/p>\n<\/div><\/div><\/div><\/div><\/div><div class=\"rbc-hero-img-wrap col-lg-5 order-2 order-lg-1 \"><div class=\"rbc-hero-img bleed-img-right\" style=\"background-image:url(https:\/\/www.rbcclearingandcustody.com\/en-us\/wp-content\/uploads\/sites\/4\/2023\/01\/Funk-Aaron.png?w=1600);background-position:center bottom\"><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<section class=\"wp-block-rbcwm-rbc-block rbc-block rbc-block-grey rbc-block-flush-top has-block-grey-background-color has-background has-block-grey-background-color has-background\"><div class=\"container\"><div class=\"row justify-content-center\"><div class=\"col-lg-12\">\n<div class=\"row justify-content-between no-gutters\">\n<div class=\"wp-block-rbcwm-column col-lg-5 order-lg-1\"><\/div>\n\n\n\n<div class=\"wp-block-rbcwm-column col-lg-6\"><div class=\"wrap\">\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Aaron Funk is director, Wealth Strategy at RBC Clearing &amp; Custody. He helps firms and their financial professionals build and accelerate the growth of wealth management practices. Aaron focuses on the key phases of a client\u2019s overall financial life. These include: accumulating and growing assets, protecting and preserving wealth, and the distribution of a client\u2019s assets during their lifetime and at death in the most tax-advantaged way possible.<\/p>\n\n\n\n<p>He also provides insight and expertise on the tools, programs, products and resources available to build a successful wealth management practice. Aaron&#8217;s objective is to prepare financial professionals to deliver client-centric service through a consultative, holistic wealth management approach.<\/p>\n\n\n\n<p>In 2001, Aaron joined RBC. Prior to becoming director of Wealth Strategy, he was senior manager of Wealth Management Strategies and also spent eight years supporting RBC\u2019s Private Client Group. His responsibilities included training financial professionals on fee-based programs, mutual funds, retirement income planning, annuities and numerous technical applications.<\/p>\n\n\n\n<p>Aaron passed the Series 7, 24 and 66 securities exams. He earned the Accredited Wealth Manager, Accredited Investment Fiduciary, Retirement Income Certified Professional\u00ae and CERTIFIED FINANCIAL PLANNER\u2122 designations. He also holds a health and property casualty insurance license.<\/p>\n\n\n\n<p class=\"is-style-disclaimer\">RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":152,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"footnotes":""},"rbcwm_people_type":[],"class_list":["post-151","rbcwm_people","type-rbcwm_people","status-publish","has-post-thumbnail","hentry"],"acf":{"rbwm_person_title":"Director, Wealth Strategy<br \/>\r\nRBC Clearing & Custody","rbcwm_person_byline":"","rbwm_person_email":"","rbcwm_person_linkedin":"","rbwm_person_telephone":"","rbcwm_possessive_first_name":"","rbcwm_person_photo":"","rbcwm_hide_breadcrumb":false,"rbcwm_breadcrumb_text":"","rbcwm_breadcrumb_link":"","custom_person_featured_post":null,"rbcwm_enable_custom_articles_selection":false,"rbcwm_custom_articles_selection":null,"rbcwm_matters_beyond_wealth_episodes":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Aaron Funk - RBC Clearing &amp; Custody<\/title>\n<meta name=\"description\" content=\"Aaron Funk is director, Wealth Strategy at RBC Clearing &amp; Custody. 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