He is an active volunteer with the local BSA program and serves in several capacities with his church. Community service has always been a priority for Aaron. He enjoys fishing, coaching his kids and supporting his wife and children in their various activities.
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Aaron's hobby IS his family so he spends any and all free time with them. Aaron and his wife Olivia have 5 children (Zachary, Dallin, Brigham, Keaton and Ella). His success in the financial industry has been recognized and has led to many prestigious awards since 2002. He has earned the CERTIFIED FINANCIAL PLANER ™ practitioner certification and is a member of the local Financial Planning Association. This position not only allowed him to further develop his adeptness for leadership and communication but, more importantly, he also gained valuable experience working with complex client situations. While in management, Aaron oversaw the hiring, training, development and mentoring of new advisors to the firm. In 2003, Aaron was asked to join his firm's management team where he was eventually promoted to the Senior Vice President of the Southwest Branch.
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As a benefit to his clients Aaron sought and received a Certificate in Retirement Planning from Wharton School and holds Series 7, 63, 65 and 24 registrations as well as Life and Health Licenses. After graduating with a finance degree from Arizona State University, Aaron was able to grow a client base helping individuals and business owners with their financial, education and retirement planning, estate planning strategies, and business succession planning.
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Office Location 8877 West Union Hills Drive Suite 540,Īaron Montez, Senior Partner with Validus Financial Associates, chose to be a financial professional as his desired profession early in life. To compare financial advisors near you inĬompensation/Fee Fee-Based, Based on Assets More vetted advisors mayīe available when you use our free match service To their compliance listing restrictions. Mentioned below does not include all the advisors in our network due WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to the screened financial advisors in our network can provide valuable insights and personalized investment solutions to suit your financial needs. Whether you're looking for financial advice regarding retirement planning, financial planning, investment planning, wealth management, etc. If you want the peace of mind that comes with knowing you're working with an experienced and certified financial advisor, WiserAdvisor's directory of vetted financial advisors and advisory firms in Arizona can help in your search for the best advisor for your needs. With a cost of living 6% higher than the national average and a variety of financial advisors and advisory firms in the state, those who live in Arizona can benefit from connecting with a fiduciary financial advisor that can help them manage their money and make informed decisions about their financial future. Arizona, known for its breathtaking scenery and booming economy, is home to a population of over 7.3 million people.
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