Aaron S. Coates, CFP<sup>&reg;</sup> - Financial Advisor

Aaron S. Coates, CFP®

Financial Advisor

Relevant Financial Advisors, LLC

216 W. High St.
Elkhart, IN 46516
FINANCIAL ADVISOR'S WEBSITE
(574) 206-4454

General

Aaron Coates is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Relevant Financial Advisors, LLC in Elkhart, IN and the surrounding communities.

Financial Advisor Overview

I use my extensive experience and conservative creativity to help clients achieve their financial goals. We sell no products and show the fee schedule clearly in our brochure. I am extremely selective on clients that I am willing to serve where we agree that the highest value will be provided and that I can drop everything at a moment's notice to provide full assistance and attention in a crisis. I will never take on more clients than I can have meaningful conversations with in two days, no matter what.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Sudden Wealth

More

Helpful Financial Planning Resources