Broker Check
Aaron Sevigny, CRPS®, AIF®, CEP

Aaron Sevigny, CRPS®, AIF®, CEP

President + CEO

Aaron Sevigny, President and CEO of Acadia is a seasoned wealth strategist, asset manager and educator. Through his affiliation with United Planners’ he works diligently to connect his clients’ financial and personal lives with intuitive, easy to understand and comprehensive financial planning. He has over 16 years of experience in the financial services industry, working for reputable institutions such as Chase Manhattan Bank in Boston, MA and SEI Private Trust Company, located outside of Philadelphia, PA. With this breadth of experience and knowledge, he opened his own firm, Acadia.

Practicing in Southwest Florida since 2003, Mr. Sevigny has used his professional guidance to help Southwest Florida Retirees, Physicians, Dentists, and Business Owners reduce risk in their investment portfolios while saving on taxes, increasing retirement income, and simplify their financial lives. 

Mr. Sevigny graduated Magna Cum Laude with honors in Economics from Ursinus College in Collegeville, PA.  

Licenses and Designations: 

Chartered Retirement Plans Specialist® - CRPS®

Accredited Investment Fiduciary® - AIF®

Certified Estate Planner – CEP

Registered Financial Consultant - RFC 

General Securities Representative, FINRA Series 7

Uniform State Law and Investment Advisor Representative License, FINRA Series 66

General Securities Principal, FINRA Series 24

Registered Options Principal, FINRA Series 4

Florida Life, Health and Variable Annuity License, State Insurance License

Florida Notary, Notary Public of The State of Florida

Awards: 

2010 Recipient Gulfshore Business Magazine’s “Forty Under Forty” Award.

Member of: 

National Institute of Certified Estate Planners (NICEP)

Aircraft Owners and Pilots Association (AOPA)

Phi Beta Kappa (PBK) 

The Florida Notary Association

Bonita Springs Area Chamber of Commerce