Aaron Scharf designs comprehensive financial plans with individual and corporate clients. His areas of focus are insurance, estate planning, tax efficient retirement planning and executive retention strategies
Graduating Cum Laude from the University of Florida, he holds leadership positions with the Crohn’s and Colitis Foundation as well as the Children’s Miracle Network
Now it’s time to let us guide you!
California / / / / /
Los Angeles Office
10960 Wilshire Blvd., Suite 1070
Beverly Hills, CA 90024
Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614
Texas / / / / /
Fort Worth Office
500 W. 13th St.
Fort Worth, TX 76102
T: 817-880-6980
Quick Links / / / / /
California / / / / /
Los Angeles Office
10960 Wilshire Blvd., Suite 1070
Los Angeles, CA 90024
Orange County Office
2 Park Plaza, Suite 320
Irvine, CA 92614
Quick Links / / / / /
Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Paradigm Gilbert Group and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.
Lion Street ADV2, Lion Street CRS
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