About Aaron Benway
Aaron Benway CFP®, EA
I came to financial planning and wealth management through a non-traditional path.
Always a good math student, I first followed my family’s footsteps and earned a degree in electrical engineering from the US Naval Academy. Upon graduation I served in the US Navy as a nuclear engineer, and after travelling the world for six years left active duty to work (a bit) more locally.
However, before doing so I attended Harvard Business School and earned an MBA. I started at venture capital firm ABS Ventures (Duetsche Bank Capital Partners) in Baltimore and later moved to Washington DC-based private equity firm, The Carlyle Group.
After nearly a decade of investing in companies, I felt I needed to get closer to the operations of those companies. My first step was as the head of corporate financial planning and analysis (FP&A) at General Motors, and later as CFO of financial guidance software company HelloWallet.
When Morningstar purchased HelloWallet a few years later, and with my new knowledge of software and financial technology (fintech), we decided it was time to build what we felt the market would need next. My co-founder and I launched HSA Coach, a boot-strapped financial wellness app focused on the emerging Health Savings Account (HSA) market.
After product launch, I shifted gears and began the process of obtaining my CERTIFIED FINANCIAL PLANNER® (CFP) designation. The digital financial advice space will continue to evolve but there will always be a role for advisors who can offer personalized attention and individually tailored solutions.
I post frequently to Quora, Medium and LinkedIn, mostly answers to questions about financial guidance, book summaries, and other topics generally related to financial wellness. You can also find me on Twitter, which I use mostly as a bookmark to reference interesting articles and ideas from time to time. I live in McLean VA with my wife and children. An Eagle Scout, I enjoy taking my kids on hikes and canoeing trips. I highly recommend Florida’s Everglades.
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Follow Aaron on Quora
Quora’s mission is to share and grow the world’s knowledge. A vast amount of the knowledge that would be valuable to many people is currently only available to a few — either locked in people’s heads, or only accessible to select groups.
View Aarons profile for tips, articles and thoughts on Finance and HSA’s. Aaron is a Top Writer for Quora, 2017