Aaron Gose
Engineer's Financial Group, LLC | Principal, Financial AdviserAFFILIATED WITH EAGLE STRATEGIES
BELLEVUE, WA 98004
CRD#: 7298774
Professional summary
Aaron and his team of all-former-engineer advisers specialize in helping engineers navigate career and retirement transitions, helping to ensure their financial resources are organized and aligned with their long-term goals. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. I am not licensed in all jurisdictions. CA Insurance License #4173190 Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Neither Engineer's Financial Group, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Engineer's Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Registered Branch Address: 10885 NE 4th St Unit 1400 Bellevue, WA 98004 720-666-7442
Core Areas of Focus
Tax Planning & Strategy
Retirement Income Planning
Client Tip
After your annual tax filing, we help review your previous-year return with incredible data insights from Holistiplan and eMoney tools so future years are even better!
Biography
Aaron studied Civil Engineering and Finance at the University of Colorado, Denver. He spent nearly 6 years as a HUNCH Engineer with NASA focusing on hydrology in micro-gravity environments and as a Civil Engineering professional with the Mile High Flood District focusing on stormwater management systems. His love for problem solving extended beyond the engineering world with a career shift to Finance in 2021.
He works as the Principal and Financial Adviser at the Engineer's Financial Group, LLC, a Financial Adviser with Eagle Strategies, LLC, a Registered Representative with NYLIFE Securities, LLC, and an Agent with New York Life Insurance Company with a focus on the helping clients in the engineering market. He is FINRA Series 6, 7, 63, and 65 licensed. In his additional studies, Aaron has earned numerous designations from the American College of Financial Services including the Chartered Financial Consultant (ChFC®), Financial Services Certified Professional (FSCP®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®).
He lives with his beautiful wife, Michelle, who is his backbone and constant motivation to live the most fulfilling life. Without her support, none of this would be possible.
Question & Answer
What makes you the best choice for clients?
As a former engineer myself, I help engineers plan for life's guaranteed events. I use data-driven financial planning to make sure your plan evolves with you over time.
What are your service offerings?
Retirement Planning
Investment Strategies
Tax Planning
Risk Management & Insurance
Estate Planning
Which demographics do you typically serve?
Gen Y (43-28)
Gen X (44-59)
Baby Boomers (78-60)
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
25K
How do you get paid?
Fixed / Negotiated Fee
Percentage of Assets
Commission
Are you a "fiduciary"?
Yes
Personal quote
The quality of data in directly correlates to the quality of solutions out.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Gose's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
American College of Financial Services
ChFC® - Chartered Financial Consultant
2024
American College of Financial Services
FSCP® - Financial Services Certified Professional
2023
American College of Financial Services
WMCP® - Wealth Management Certified Professional
2023
American College of Financial Services
RICP® - Retirement Income Certified Professional
2025
University of Colorado (Denver and Boulder)
Mechanical and Civil Engineering
University of Colorado (Denver)
Finance and Financial Management
Experience
Current
December 8, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 10885 Ne 4th Street Suite 1400, Bellevue, WA 98004RIA
CRD#: 110826
BELLEVUE, WA
Current
January 1, 2022 - Present
NYLIFE SECURITIES LLC
Office #1: 10885 Ne 4th Street Suite 1400, Bellevue, WA 98004BD
CRD#: 5167
Bellevue, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/18/2024)
RR
California(5/9/2022)
RR
Colorado(1/5/2022)
RR
Florida(11/21/2023)
RR
Georgia(8/21/2025)
RR
Louisiana(5/5/2025)
RR
Michigan(2/3/2025)
RR
New York(1/8/2026)
RR
Texas(5/15/2024)
IAR
Texas(5/16/2024)
RR
Washington(2/24/2023)
IAR
Washington(5/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/28/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)PREMIUM
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
Principal, Financial AdviserCRD#: 110826Bellevue, WA 98004DBA Information
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