Last Update on 1/20/10
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Business Profile of:

VALEO FINANCIAL ADVISORS LLC
630 West Carmel Drive Suite 130
Carmel, Indiana 46032
United States

Industries: Brokerage , Finance

Aaron Coates

Financial Advisor

Phone

Local Address: Indianapolis, Indiana, United States

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Aaron Coates's Professional Background

Employment History

Relevant Financial Planning LLC
Compass Wealth Advisors LLC

Board Memberships and Affiliations

Imca

Member
Founder

FPA NexGen
Member

Financial Planning Association
Secretary

CBMC Michiana
Member

Concord Rotary

Education

BS , Business
Indiana University

Certifications

Certified Investment Management Analyst

IMCA
Certified Financial Planner Practitioner

CFP Board of Standards

Biography

An active contributor to the profession, Aaron founded FPA NexGen to support new financial planning professionals, which earned him recognition as one of the 5 most influential planners in the profession in 2007. Aaron spent 12 years at Compass Wealth Advisors, LLC as a partner overseeing the clients with the most complex situations and serving as Chief Investment Officer. In 2008, directly modeling Valeo, Aaron established the first “fee-only” comprehensive financial planning firm in Michiana, which he then merged into Valeo in 2009.

Aaron is a NAPFA-Registered Financial Advisor, a Certified Financial Planner (CFP®) Practitioner since 2000, and a Certified Investment Management Analyst (CIMA®) since 2005.  Considered an expert in income investing, Aaron co-authored Tools and Techniques of Retirement Income Planning (NUCO, 2007), and presents regularly on the subject to professional groups.

Aaron graduated from Indiana University with a BS in Finance and resides with his wife and their four children in Goshen.  Together, they are actively involved in Crystal Valley Missionary Church, RETA, and CBMC of Michiana.

Aaron has been featured in numerous publications including the Elkhart Truth, the Goshen News, the Journal of Financial Planning, and Money Magazine.