AARON Coates CPA®

Senior Wealth Advisor

Aaron has over 15 years of industry experience, starting his public accounting career with Deloitte and working at other local and national accounting firms over the years.  Aaron is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®) as well as a member of the American Institute of Certified Public Accountants (AIPCA) and Arizona Society of Certified Public Accountants (ASCPA).  Aaron enjoys being actively involved in connection between clients and their financial wellbeing.

Aaron was born and raised in the San Francisco Bay Area and graduated from California State University, East Bay with a BS in Accounting and Finance. 

Outside of work he spends time with his wife, Cody, and five children.  He enjoys spending time outdoors hiking, biking, and exploring Arizona and beyond.

photo courtesy of Chris M. Heiser