Tristan Bliesner began his personal financial planning practice in 2006. He opened AEON Wealth Management with his partner William Rolser in 2008. It is Tristan’s belief that there are many aspects to a person’s or a family’s financial well-being. He is willing and able to offer his point of view on how to build wealth and recognizes that growing assets is only one part of that equation. His experience with real estate and high net worth clients gives him insight in assisting clients with more than just stocks and bonds. Tristan will discuss decisions like pension choices, rental property and income planning as part of the services provided as a financial advisor.
Tristan has taught Retirement Planning Today to hundreds of people in the northern VA area for more than 10 years. This course gives a comprehensive view of how to plan for retirement.
Prior to joining Aeon, Tristan Bliesner worked with Alpha Omega Group Inc. At Alpha Omega, Tristan specialized in modeling portfolios of non-correlated assets for high-net-worth clients. He also designed and prepared proprietary marketing seminars, client events and presentations.
In addition, Tristan has owned two other small businesses and uses this skill set when working with other self-employed individuals or business owners. This can be another piece of the puzzle in building the wealth that offers freedom and confidence.
Tristan is a graduate of California Polytechnic State University, where he earned a Bachelors of Science degree in Graphic Communications. He is a leader in many civic and religious organizations, including serving on the Board of Directors of ALBOY, a local church ministry, being a troop leader in Trail Life as well as serving as an election officer.