Aaron Klopfenstein

Aaron Klopfenstein, CFP®

Central Region Managing Director, Sr. Private Wealth Advisor, Sr. Partner
Indianapolis, IN
aaron.klopfenstein@bluetrust.com
(317) 582-0700
Follow on LinkedIn

Aaron Klopfenstein is the managing director for the Central U.S. region, and is a senior private wealth advisor and senior partner of Blue Trust.

As managing director, Aaron is responsible for the client service, growth, and expansion of the company’s offices in Indianapolis, Indiana and across the Central U.S. region. This includes providing leadership and oversight of offices in Chicago, Illinois; Holland, Michigan; Nashville, Tennessee.

Aaron also serves on the company’s board of directors.

In addition to his leadership roles, he serves a limited number of clients, helping them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With more than 25 years of experience at Blue Trust, Aaron has worked extensively in all areas of personal financial planning, including investment management, estate planning, charitable giving, and leading family meetings to help clients communicate on wealth and stewardship in healthy ways.

Aaron is a licensed CERTIFIED FINANCIAL PLANNERTM professional. He graduated from the University of Illinois with a BS in finance and earned his MBA degree with highest distinction from Indiana University’s Kelley School of Business where he received the Gene B. Glick MBA award.

Aaron is an active member of Kingdom Advisors and serves on the board of directors of Reasonable Faith. He and his wife, Kara, have three sons.

Testimonials

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.