Aaron Bailey is an Investment Advisor at Digital Wealth Partners, based in Clovis, California. He studied at Portland State University and holds a Series 65 license along with Life and Health Insurance licenses across multiple states.

Aaron came to this work after watching his grandfather get taken advantage of by a financial advisor, losing most of his retirement and having to go back to work. This experience stuck with Aaron, and his focus has been on financial literacy ever since; making sure clients understand what they’re doing and why, not just going along with whatever they’re told.

Before joining Digital Wealth Partners, Aaron spent several years at Fisher Investments across roles in portfolio evaluation, portfolio engineering, and client advisory work, then served as lead financial advisor at PCM Encore. Military culture shaped a lot of how he operates, focusing on accountability, preparation, and follow-through. Outside of work he hikes, trains Brazilian Jiu Jitsu, reads, and spends time with his family. He also volunteers with a nonprofit that helps veterans work through trauma and move forward.

The first meeting with Aaron is a conversation built on trust and clarity, with a focus on helping others make informed, confident decisions at their own pace.