Aaron D. Schmerling in

Aaron D. Schmerling

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Founder/Financial Planner at Steerpath Wealth
📍 Potomac, Maryland, United States

Aaron D. Schmerling is a Financial Planner at Prudential Advisors, where he utilizes a holistic process to develop custom financial strategies for his clients. He holds a Bachelor of Science from the Isenberg School of Management at UMass Amherst.

He is a recipient of the Masters Council honor, an award recognizing high-performing financial professionals within Prudential.

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Experience
16 Years
Current Role
Founder/Financial Planner
Location
Potomac, Maryland, United States
Personality Overview

How Aaron shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aaron cares about

Retirement Planning
His public posts frequently question clients' retirement readiness, referencing industry data from Vanguard and highlighting the importance of updated beneficiary designations.
Generational Wealth
He discusses the importance of financial legacies, including how presidential policies have shaped America's retirement systems over time.
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Career

Work history

10-2025
Founder/Financial Planner
Steerpath Wealth
2010
Financial Planner
Prudential Advisors
9-2008 - 12-2008
Teaching Assistant
University of Massachusetts
5-2007 - 8-2007
Front Desk Clerk
Doubletree Hotel
In the press

Media appearances

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Education
Bachelor of Science
Isenberg School of Management, UMass Amherst
GED
Beth Tfiloh
Bachelor of Science (B.S.)
University of Massachusetts Amherst
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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