Aaron Ritter is a CFP® professional with 15 years of experience in financial advising. He has worked at Abundant Wealth Partners, LLC since 2021 and previously at Avalan, LLC and West Coast Financial, LLC. He receives quarterly note payments related to an equity purchase agreement with West Coast Financial. Abundant Wealth Partners serves individuals, high-net-worth clients, and charitable organizations, managing approximately $100 million across 55 client relationships. The firm focuses on portfolio construction and strategic asset allocation using mutual funds and ETFs, with an emphasis on tax-sensitive trading and long-term, risk-adjusted returns, while combining financial planning with wealth management and estate administrative support.

Kristen Ritter is a financial advisor at Abundant Wealth Partners, LLC with three years of industry experience. She holds a Series 65 credential and previously worked for the Santa Barbara Unified School District for twelve years. Abundant Wealth Partners, LLC is a small investment advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management, financial planning, and limited estate administrative support. The firm employs long-term risk-adjusted return analysis and fundamental reviews in its investment approach, offering both discretionary and non-discretionary services tailored to client goals.