By Francisco Romero. – Aaron Alonzo grew up in the border town of Nogales, Arizona along with his two siblings and his parents. Born in Southern California, his parents brought the family to Southern Arizona.
“My parents came to finish their education here and never went back,” said Alonzo. “We moved to Nogales, as my parents wanted us to grow up in a multi-cultural border town.”
For the Alonzo’s it was the best decision made, Aaron graduated from Nogales High School and the University of Arizona majoring in Finance and International Business.
His academic interest in the finance world was not a random choice, Aaron’s parents were both professionals in the education arena and are now happily retired.
“Growing up, I watched two people making a good salary, but still struggling at times, that is why I ended up here,” Alonzo told vivatucson.com.
“Growing up my parents were educators and came from education, but there was not a lot of background in finance and how money can work for you,” he added.
With almost 25 years in the industry, Aaron is an Investment Adviser Representative with Aim Wealth Partners; he is theowner and managing partner of the firm.
For those who already have experience with financial services, the name of the company reflects trust and understanding, but there are those who shy away because of the lack of understanding of how a financial advisor can help them with. Aim Wealth Partners helps clients meet goals.
“Everyone needs a bit of financial education,” says Aaron. “Starting from budgeting to making investments, asset protection, to saving for college education, there is an array of services that are available for everyone,” he added.
“What it really comes down to is financial literacy, being educated on what may be best for you and how things work.”
The harsh reality is everyone needs help with building a solid foundation. Most people need help paying off credit cards, financial freedom, retirement, investments, and tax issues. Without proper help, most Americans spend more time planning their next vacation than planning for financial security. Time is also key for planning, the sooner the better, with the opportunity for more choices down the road.
“We have team accountants, attorneys, and a professional support staff for all needs; we invest the same amount of time when we work with a new client with 10 thousand dollars, as we do with a client with 500 hundred thousand dollars,” states Aaron.
For Aaron Alonzo the satisfaction of being able to see first-hand others accomplish their financial goals is what drives his motivation.
“Money does not guarantee you happiness,” Alonzo tells us, “…but money will give you choices in life,” he added.
“The best thing for me has been that clients become friends and that bond, that friendship is priceless.”
Priceless is also being able to retire financially comfortably, paying off your credit cards, sending your kids to college, travel, leaving money for other generations in general, and reaching your financial goals for clients.
…And that is what Aaron Alonzo is about, “The level of job satisfaction in helping people is what I enjoy most about what I do.”
A border- town kid who is not only living his dream; but making other’s dreams come true.
Learn more about his successful and reputable firm by clicking below
