AeroLeads people directory · profile
Aaron Coates Cfp® Email & Phone Number
Certified Financial Planner and Owner
at
Relevant Financial Advisors LLC
1 work email found
@valeofinancial.com
2 phones found area 574
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Certified Financial Planner and Owner
Location
Elkhart, Indiana, United States
Company size
Who is Aaron Coates Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Aaron Coates Cfp® is listed as Certified Financial Planner and Owner at Relevant Financial Advisors LLC, a with 1 employees, based in Elkhart, Indiana, United States. AeroLeads shows a work email signal at valeofinancial.com, phone signal with area code 574, and a matched LinkedIn profile for Aaron Coates Cfp®.
Aaron Coates Cfp® previously worked as Certified Financial Planner / Owner at Relevant Financial Advisors Llc and Financial Advisor at Valeo. Aaron Coates Cfp® holds Bachelors, Business from Indiana University - Kelley School Of Business.
Company email context
Email format at Relevant Financial Advisors LLC
This section adds company-level context without repeating Aaron Coates Cfp®'s masked contact details.
*@valeofinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Aaron Coates Cfp®. Compare company email patterns before reaching out.
Profile bio
About Aaron Coates Cfp®
Although Aaron grew up in, and has always practiced in Michiana, he has earned greater recognition nationally for his expertise and contributions in retirement planning and career paths within the financial planning profession. Aaron has been featured in numerous national publications including USA Today, Money Magazine, and the Journal of Financial Planning. He coauthored Tools and Techniques of Retirement Income Planning (NUCO, 2008) and spoke frequently to financial planning professionals across the country before focusing on helping his lovely wife with their four children. Aaron is best known for his efforts to engage and connect the next generation of financial planning professionals. In 2004, Aaron founded FPA NexGen, which today is a 2,000 member organization of planners under age 37. After just three years, the organization's impact was so widespread that Aaron was recognized as one of the five most influential financial planning professionals in the country by age 37. In Michiana, Aaron brings his broad experience, expertise, and national resources to an exclusive group of treasured clients.
Current workplace
Aaron Coates Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Relevant Financial Advisors Llc
Employees
1
AeroLeads page
5 roles
Aaron Coates Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner / Owner
Current
Jan 2015 - Present
Financial Advisor
Valeo
Oct 2009 - Dec 2014
Partner
Relevant Financial Planning Llc
Financial Planner
Feb 2008 - Oct 2009
Partner
Compass Wealth Advisors
Investment Advisory, Chief Investment Officer
Jul 1996 - Feb 2008
1 education record
Aaron Coates Cfp® education
-
Indiana University - Kelley School Of Business
FAQ
Frequently asked questions about Aaron Coates Cfp®
Quick answers generated from the profile data available on this page.
What company does Aaron Coates Cfp® work for?
Aaron Coates Cfp® works for Relevant Financial Advisors LLC.
What is Aaron Coates Cfp®'s role at Relevant Financial Advisors LLC?
Aaron Coates Cfp® is listed as Certified Financial Planner and Owner at Relevant Financial Advisors LLC.
What is Aaron Coates Cfp®'s email address?
AeroLeads has found 1 work email signal at @valeofinancial.com for Aaron Coates Cfp® at Relevant Financial Advisors LLC.
What is Aaron Coates Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 574 for Aaron Coates Cfp® at Relevant Financial Advisors LLC.
Where is Aaron Coates Cfp® based?
Aaron Coates Cfp® is based in Elkhart, Indiana, United States while working with Relevant Financial Advisors LLC.
What companies has Aaron Coates Cfp® worked for?
Aaron Coates Cfp® has worked for Relevant Financial Advisors Llc, Valeo, Relevant Financial Planning Llc, and Compass Wealth Advisors.
How can I contact Aaron Coates Cfp®?
You can use AeroLeads to view verified contact signals for Aaron Coates Cfp® at Relevant Financial Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Aaron Coates Cfp® attend?
Aaron Coates Cfp® holds Bachelors, Business from Indiana University - Kelley School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial