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Aaron C
CFP®
Cave Creek, AZ
Foothills Advisors, LLC
Aaron Coates is a CFP® professional with seven years of industry experience, currently serving at Foothills Advisors, LLC. His prior roles include positions at Creative Planning and Keystone Wealth Partners. He is also the owner of Foothills Accounting & Tax, PLLC, where he provides tax preparation services. Foothills Advisors serves individual and high-net-worth clients as well as corporations, offering discretionary asset management and financial planning. The firm combines fundamental and technical analysis with Monte Carlo methods and provides public educational seminars, distinguishing itself through transparent disclosure of certain investment practices.
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