Aidan Beaton, CFP®

Q&A with Aidan

What is one of the biggest growth opportunities or challenges you have faced?

I spent the better part of 2021 working to obtain my CERTIFIED FINANCIAL PLANNER™ professional credential. This took hundreds of hours of studying and review, and was not at all an easy task, but I am thrilled that I persevered and was able to achieve this certification. The knowledge that I gained during this process will undoubtedly help me to provide excellent service to my clients.

What do you like to do for fun?

I love hiking with my dog, Dolly. We are especially fond of visiting trails and beaches on Washington’s Olympic Peninsula. I like to take every opportunity I can to get outdoors. I have also ridden horses competitively for most of my life and enjoy spending time with horses whenever possible.

Why did you decide to work in this field?

I’ve always wanted to be able to make a positive impact on people in some way. After graduating from the University of Washington with a bachelor’s degree in Communication, I took a job working as a receptionist and office assistant at Harvest Capital Advisors. Over the years, I got to see what an incredible impact financial planning has on people’s lives and I wanted to be a bigger part of the process. When Harvest was acquired by The H Group, I was given the opportunity to begin participating in the planning process in a larger capacity. After getting this hands-on experience I knew that this was what I wanted to do and went on to obtain my CERTIFIED FINANCIAL PLANNER™.

What is something most people don’t know about you?

I love to bake and have baked cookies for an event of over 300 people. Chocolate chip cookies are my specialty, but I’m a big fan of experimenting with my baking and trying out new recipes for all sorts of baked goods.

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Biography

Aidan is a CERTIFIED FINANCIAL PLANNER™ professional who began her career in the financial planning industry at a former Registered Investment Advisory Firm. Aidan started out her career in an administrative role before transitioning to a role supporting the financial planning process.

When Aidan began her employment with The H Group, Inc. in January 2019, she was given the opportunity to begin working more closely with clients. It was during this time that she obtained her Series 65 securities license. Upon discovering how much she enjoyed helping clients achieve their financial goals, Aidan decided to pursue becoming a CERTIFIED FINANCIAL PLANNER™, achieving the marks in 2021.

Aidan was born and raised in the Greater Seattle area and attended Redmond High School. In her free time, Aidan enjoys getting outdoors as much as possible and especially loves hiking with her dog, Dolly. When not hiking, Aidan can be found enjoying time with her family and friends. She is famous amongst her friends for her love of cheese and her chocolate chip cookie recipe.

Education

Aidan attended the University of Washington, graduating with a bachelor’s degree in Communication with a minor in Diversity in 2017. Aidan achieved her CFP® certification in 2021.


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