Aaron Montez, Senior Partner with Validus Financial Associates, chose to be a financial professional as his desired profession early in life. 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. 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.
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. While in management, Aaron oversaw the hiring, training, development and mentoring of new advisors to the firm. 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. He has earned the CERTIFIED FINANCIAL PLANER™ practitioner certification and is a member of the local Financial Planning Association. His success in the financial industry has been recognized and has led to many prestigious awards since 2002.
Aaron and his wife Olivia have 5 children (Zachary, Dallin, Brigham, Keaton and Ella). Aaron's hobby IS his family so he spends any and all free time with them. He enjoys fishing, coaching his kids and supporting his wife and children in their various activities. Community service has always been a priority for Aaron. He is an active volunteer with the local BSA program and serves in several capacities with his church.
We appreciate your time and interest in Validus Financial Associates.
Validus Financial Associates provides you access to a highly experienced group of professionals who provide a collaborative approach to help you toward realizing your stated goals. We help you define your vision for the future and create a clear, concise course of action to optimize your potential for financial success. Additionally, as part of your financial plan we will factor in all aspects of your financial situation including how taxes, timing and other factors may affect your portfolio now and in the future.
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||AZ|
|Number of Years with Current Firm:||8|
|Work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Financial Planning, Retirement Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Education Funding and Planning, Estate Planning & Trusts, Portfolio Management, Financial Planning for Businesses, Financial Planning for Individuals|
|Investment Types:||Mutual Funds, Options & Futures, Alternative Investments, Commodities, Annuities, Stocks, Bonds|
|Can meet clients in the following ways:||Email, Video Conference, Phone, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life|
|Assets Managed by Advisor:||350,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Bachelor of Science - Finance||ASU
- Tempe, AZ
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
Additional Detailed Disclosures
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Primarily greater Phoenix area. But we are licensed in 38 states.|
EA, CFP®, CPWA®, AIF®, CEPA®
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