AIDEN BOCSERI

Associate Financial Planner

Office Location: Bellevue

How Do You Play the Role of a Mainspring in Our Clients' Lives?

I play the role of a mainspring in our clients’ lives by being a reliable source of guidance and support as they navigate important financial decision. I focus on understanding what matter to them and turning those priorities into actionable plans. By staying engaged and adapting as life changes, I help provide clarity and confidence, so they feel prepared for whatever comes next.

What Drives You?

What drives me most is seeing clients achieve their goals and knowing I played a role in their success. Witnessing their happiness and gratitude after reaching a milestone is incredibly fulfilling and reinforces why I do what I do.

How Do You Spend Time Outside of Work?

I’m all about being outside. In the summer, I love going on hikes and playing golf, and when winter hits, I’m usually up in the mountains snowboarding. I also really enjoy hanging out with friends and family, listening to music, and taking trips whenever I get the chance.