Integrity, perseverance, and vision are the values that lead to success. As an Investment Advisory Representative for Trilogy Financial Services, Aaron Johnson uses these core values to provide the best possible service for all his clients.
Aaron demonstrated responsibility from a young age, becoming an Eagle Scout at the age of 16. He graduated from the University of California at Santa Barbara in 2006, which included a year spent abroad studying in Madrid, Spain. He joined Trilogy Financial Services at the beginning of 2008. Due to his hard work and perseverance, he was one of the first representatives promoted to Vice President of Investments in Corona in January 2012.
Aaron works to help his clientele achieve both short and long term financial goals, from the purchase of a first home to an independent and comfortable retirement. He enjoys developing personalized financial plans that help his clients set and meet goals, implementing strategies unique to each client's situation.
Aaron is an Investment Advisory Representative and holds the Series 6, 7, 63, 65, Life and Long Term Care insurance licenses. His other interests include sports, snowboarding, and travel.
Five vital questions to prepare for your financial future
Have you ever wondered if you'll be able to afford retirement? Do you question if your finances will keep you afloat if your family were to experience a medical emergency or another expensive and unplanned event? Take one hour to review your finances and discover if there are areas where your plans can be stronger. more
Simple steps to calm the financial jitters
Got a case of the financial jitters? You're not alone. A recent survey of 1,000 American adults by Thrivent Financial for Lutherans and "Kiplinger's Personal Finance" magazine found that most Americans are still struggling with or worried about their finances. more
Make your money work for you with pain-free spending cuts
The best way to start evaluating your finances is to compare your monthly income and expenses. This is the scary part, but it's the necessary first step to keeping more of your money in your pocket where it belongs. more