Aaron Montez CFP® , Certified Financial Planner and Senior Partner with Vantage Financial Associates LLC, chose to be a financial advisor 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. 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 boys’ baseball teams 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 Boy Scout program, Little League and also serves in several capacities with his church.
Listed skills include Investments, Retirement, Education Funding, Retirement Income Strategies, and 12 others.
