Aubrey Wakefield is a seasoned financial advisor dedicated to helping clients align their wealth with their values. A graduate of Yale University, Aubrey specializes in crafting sophisticated charitable giving strategies that maximize impact and provide lasting legacies. As a Chartered Advisor in Philanthropy (CAP), she possesses a deep understanding of philanthropic planning, tax advantages, and effective giving techniques. Aubrey is passionate about empowering individuals and families to make a significant difference in the causes they care about most. Beyond the office, Aubrey is an avid outdoors enthusiast and has paddled the entire length of the Delaware River.
💡 Fun Fact: I have paddled the entire length of the Delaware River.
