Aaron Alonzo
Investment Adviser Representative
Aaron has made Tucson his home since 1994. His time outside of the office is all about family. Aaron's motto is, "Life must be lived as we go along. Live for today but plan for tomorrow."
Through his affiliation with Lincoln Investment, Aaron strives to provide his clients some of the best financial products and services that the independent market has to offer. His clients' best interests are of paramount importance to Aaron when discussing investing with them. Aaron has a thorough understanding of how much work it takes to earn money to invest. He strives to treat each client's investments with extreme care. He aims to provide exceptional service on a day to day basis, so that his clients have the comfort of knowing that their investments are being handled competently.
Aaron's goal is to earn the of respect of his friends, colleagues, and clients. He strives to provide the highest quality of care to his clients, so that they will be proud to refer friends, colleagues and family members to him.
Professional Qualifications:
- B.S. from University of Arizona, Business Administration in Finance
- Completed the Global Business Program from the Eller College of Management, University of Arizona, with specialty in Mexico
- Licenses: Life, Health and Disability
- FINRA registrations: Series 7, 63 & 66
Specialty Services:
- A wide range of investment options
- Retirement accounts for many plan types
- Solutions for retirement plan sponsors
- Access to Professional Portfolio Management
- College savings plans
- Insurance products
- Non-qualified investments