About Aric Ahlgren

I learned the value of hard work and consistency at an early age. My mother immigrated to the US from China at the age of 12 and my father was the first in his family to graduate from college. Together, they taught me that success is achieved only through hard work and dedication. I had my first job at age 12 (paper route) and was working 40 hours per week while still in high school. I have found those childhood lessons to be invaluable in my career as a Wealth Advisor. Dedication to a plan and consistency in approach are fundamental to achieving financial success.

Education & Accomplishments

  • Bachelor's of Science, Business, University of Minnesota
  • Advanced Retirement Concepts Program, the Wharton School of the University of Pennsylvania