Aaron D. Schmerling in

Aaron D. Schmerling

Supporter · DISC type s
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.

Read the full overview →
Experience
16 Years
Current Role
Founder/Financial Planner
Location
Potomac, Maryland, United States
Personality Overview

How Aaron shows up

Risk-averse
Slow To Decisions
Procedural

They prefer to follow rules and procedures. They are good and approachable with everyone, internally and externally. They are unlikely to become strong champions as they don't prefer pushing other people.

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

No media yetWe could not find public media appearances for this person.
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)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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COCO SHRIMP
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