Aaron Wieand, Certified Financial Planner (CFP®)
Aaron C. Wieand, CPA, PFS, CFP®
Aaron brings over 15 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS), a member of the American Institute of Certified Public Accountants (AICPA) and a member of the National Association of Personal Financial Advisors (NAPFA). He is married to Stephanie Wieand and is the father of two young children. Aaron invites all prospective clients to a complimentary, no-obligation “Get Acquainted” meeting.
- Bachelor of Arts in Accounting, Goshen College, Goshen, IN (2004)
- CERTIFIED FINANCIAL PLANNER™ (2017)
- Personal Financial Specialist (2017)
- Certified Public Accountant (2006)
- Division Controller, Patrick Industries, Elkhart, IN (2012 - 2014)
- Senior Portfolio Analyst / Senior Accountant, Cambia Health Solutions, Portland, OR (2008 - 2012)
- Audit Supervisor, McGladrey & Pullen LLP, Chicago, IL (2004 - 2008)
Board Of Director/Advisory Committee Assignments
- Berkey Avenue Mennonite Fellowship, Stewardship and Finance Commission, Goshen, IN
- Bashor Children's Home, Board Member, Goshen, IN
John L. Liechty
Retired Firm Founder
John has over 40 years of working knowledge in the financial services industry, where he served in a variety of senior management roles. This extensive work experience has provided him with unique insights and a keen understanding of investments, insurance, retirement planning, estate planning matters and the importance of integrating all components of a financial plan. While John is retired, he remains connected with Integrated Financial Planning Solutions in a consultative capacity.
Integrated Financial Planning Solutions, LLC (“IFPS”) is a registered investment advisor offering advisory services in the States of Indiana and Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IFPS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of IFPS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.