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.
Ryan S. Kidd CRC®
Ryan Kidd, Senior Partner with Validus Financial Associates, first launched his career as an Evaluator at a Nuclear Power Plant. This afforded him the chance to develop his aptitude for communication and leadership. He later channeled this unique skillset into his passion for finance as he embarked on a career in retirement planning for Utility/Nuclear Power Plant employees. Ryan’s client base grew as he helped build a better financial future and transition his clients into retirement. Ryan is a Certified Retirement Counselor® who is committed to helping individuals and business owners with Financial/Retirement Planning, Estate Planning Strategies and Business Succession Planning.
Ryan Kidd received his bachelor’s degree in Business Administration, a master’s degree in Counseling and a Certificate in Retirement Planning from Wharton. In addition to education, he holds Series 7, 66 and 24 registrations and Life and Health licenses. His dedication and success in the financial service industry has led to many awards. His dedication to his clients has led him to author his first book “The Art of Retiring Whole”, a non-financial guide to retiring with purpose, productivity and endless possibilities.
Andy St. John, has earned the CERTIFIED FINANCIAL PLANNER™; professional certification and is with Validus Financial Associates. As a full time ASU student, Andy also worked full time as assistant superintendent for a custom home builder in Paradise Valley AZ. He started his financial planning career with AXA Advisors after graduating from Arizona State University with bachelors of Science in Global Business in 2008. Andy spent two years of his financial planning career helping a Certified Public Accounting firm in Scottsdale Arizona develop their financial planning practice. Andy gained valuable experience coordinating tax reduction strategies with financial planning techniques.
As Assistant Agency Manager of the Southwest Branch from 2012 to 2016 Andy administered the new advisor training and development program for Arizona, New Mexico and Nevada.
|Name of Broker/Dealer:||LINCOLN FINANCIAL ADVISORS CORPORATION|
|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 client referrals to financial professionals of Lincoln Financial Advisors Corporation ("LFA"). WiserAdvisor is not a current client of LFA for brokerage or investment advisory services. LFA's financial professionals pay cash compensation to WiserAdvisor for client referrals, which gives WiserAdvisor a financial incentive to make client referrals to LFA's financial professionals, resulting in a conflict of interest.
For information regarding LFA's investment advisory services, please review LFA's Form CRS and Forms ADV, Part 2A, which are available at:
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.|
BERTHEL FISHER FINANCIAL SERVICES, INC. AND BFC PLANNING INC
25 Years of ExperienceView Profile