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Aaron C

Series 63, Series 66

Novato, CA

OSAIC

Aaron Cooperband is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Cooperband serves as a board member of the Hospital de la Familia Foundation, a nonprofit supporting a hospital in Guatemala, providing financial oversight. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment products to create customized portfolios on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Geoffrey A

Series 63, Series 65

Novato, CA

OSAIC

Geoffrey Aden is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc and Cetera Advisors. Outside of his advisory role, he operates a sole proprietorship providing insurance case design and serves as a trustee managing family trust investments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various tools and third-party providers to construct and manage portfolios across a wide range of asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Shawn C

CFP®, Series 66

Novato, CA

OSAIC

Shawn Campas is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 10 years and has been associated with Stark Miller FBG (BAMCO Financial) since 2012. In addition to his advisory role, Campas volunteers on the Rotary Club of Novato Endowment Board, where he contributes to community project decisions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm offers integrated brokerage, advisory services, and access to third-party investment managers, utilizing asset-allocation tools and automated portfolio rebalancing.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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