Aaron Buczek

Edward Jones

  • 292 Washington Street, Westwood, MA 02090

Westwood Living Directory Aaron Buczek Edwards Jones
Westwood Living Directory Aaron Buczek Financial Advisor

What I Do

Financial Planning and Wealth Management

  • Job Title: Financial Advisor
  • Years in Profession: 3
  • Job and Daily Responsibilities:

It is my job to understand what is important to each of my clients, and to partner with them to manage and achieve their financial goals. on a daily basis I manage their accounts to help them achieve those goals

Education

High School – Pioneer Valley Regional High School
College – Bentley University, BS in Finance
Post-Graduate – UMass Boston, MBA

Pre-Employment Experience

Internships in college and 20 years of professional experience in various finance roles at different companies

List of classes that are most important/applicable to succeed in your profession:

Obtaining some professional designations are very helpful and you can chose which ones you would like to pursue, I am currently a candidate for the CFP designation and will be taking the exam in March

Advice From A Leader

Don’t be afraid to ask to meet with someone to “pick” their brain a bit. some firms will offer internships which is always the best way to get a first hand look at any industry, but in lieu of an internship (which my firm does not offer) show interest and ask questions to try and gain a better understanding. Even though I am not able to offer internships I am always willing to speak with someone interested in pursuing a career in this industry.

Recommended Reading:

There are TON’s of books that can teach you about the financial industry and all of the rules and regulations. one book that completely changed the trajectory of my career early on was called “Organize tomorrow today”, while the concepts in the book can apply to any career this particular book does equate a lot of the lessons specifically back to the financial planning/advising industry