Helping people make confident financial decisions during life’s biggest transitions.
Aaron Von Alst is an Investment Advisor Representative with Cetera Investment Advisers LLC and Registered Representative with Cetera Wealth Services, LLC. He has his Series 7 and Series 66 securities registrations and joined the firm full-time in January 2026. Aaron is an alumnus of York College of Pennsylvania, where he received his bachelor’s degree in economics & finance. He is also a graduate of the Saint Joseph’s Haub School of Business, where he obtained his master’s in business administration (MBA).
Drawing on two decades of experience in senior leadership roles at SEI Investments Co., Aaron brings a deep understanding of investment platforms, custodial services, and retirement planning solutions. His background provides him with an institutional perspective that helps clients understand not just their options, but how financial decisions are implemented, administered, and supported in practice.
Aaron simplifies complex financial matters and collaborates closely with clients to build practical strategies aligned with their goals and values, especially during major transitions, when thoughtful guidance can prevent costly mistakes. He takes a planning-first approach to retirement, investments, cash flow, and tax efficiency, believing that successful financial planning is less about predicting markets and more about making intentional decisions that align a client’s portfolio with their life.
Aaron resides in Phoenixville, Pennsylvania with his wife, Catherine, and their two sons. He is active in the local community and youth sports, coaching, and volunteering with children’s programs, and believes that teamwork, discipline, and consistency—on the field and in life—help build strong habits that carry forward over time.