GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Aaron Tomita
Aaron Tomita is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor (CEPA®) at Avior Wealth Management. He has worked with hundreds of families to design and monitor their personal financial plans. He works with investors who have...
ABOUT AARON
Aaron Tomita is a CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor (CEPA®) at Avior Wealth Management. He has worked with hundreds of families to design and monitor their personal financial plans. He works with investors who have anywhere from $250,000 to over $15MM in liquid investments.
Aaron specializes in helping those who experience complicated issues pertaining to stock options, restricted stock, and other forms of equity compensation. He also regularly works with business owners seeking to formulate a transition plan into retirement. Aaron’s experience as a CEPA® allows him to help guide a business owner in discussions and planning surrounding the next chapter in their life.
“Whether someone wants to sell their business or grow its value, exit planning is just good business strategy” – Aaron Tomita, CFP®, CEPA®
In his free time, Aaron enjoys various outdoor recreations, biking along inner-city trails, and personal development. He is an active member in the community through his work with the Omaha Morning Rotary, where he is the standing Treasurer and service chairman.