Aaron Gose
Affiliated with EAGLE STRATEGIES
Aaron's Take
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!
Why Work With Aaron
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.
Professional Summary
Aaron Gose, ChFC® FSCP® RICP® WMCP® 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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Tax Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Alternative Investments
Specializations
Biography
Aaron Gose, ChFC® FSCP® RICP® WMCP® 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...
Other Aliases
There are no additional aliases reported.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
Education
American College of Financial Services
Chartered Financial Consultant, ChFC®
Chartered Financial Consultant, ChFC®
2024
American College of Financial Services
Financial Services Certified Professional, FSCP®
Financial Services Certified Professional, FSCP®
2023
American College of Financial Services
Wealth Management Certified Professional, WMCP®
Wealth Management Certified Professional, WMCP®
2023
American College of Financial Services
Retirement Income Certified Professional, RICP®
Retirement Income Certified Professional, RICP®
2025
University of Colorado (Denver and Boulder)
Mechanical and Civil Engineering
Mechanical and Civil Engineering
University of Colorado (Denver)
Finance and Financial Management
Finance and Financial Management
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Doing Business As (DBA) / Local Office
DBA Firm Name
Engineer's Financial Group, LLC
Business Address
10885 NE 4th St, Suite 1400, Bellevue, WA 98004
Current Firm
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
Contact Information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010Phone Number
(888) 695-3245# of Employees
3,190SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
133,900AUM (Assets Under Management)
$32,040,850,438Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/27/2026 | Cover Page | Report |
| 01/24/2025 | Cover Page | Report |
| 04/25/2024 | Cover Page | Report |
| 12/20/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
State Registrations and Notice Filings
(5/5/2026)
(4/18/2024)
(5/9/2022)
(1/5/2022)
(11/21/2023)
(8/21/2025)
(5/5/2025)
(2/3/2025)
(1/8/2026)
(5/15/2024)
(5/16/2024)
(2/24/2023)
(5/20/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2021About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Aaron Gose's CRS (Customer Relationship Summary).
Services Offered by Aaron
- Retirement Planning
- Risk Management & Insurance
- Social Security & Medicare Planning
- Tax Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
- Alternative Investments
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