Aaron S. Coates

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.

In 2008, Aaron established the first "fee-only" comprehensive financial planning firm in North Central Indiana, which merged in 2009 with Valeo Financial Advisors, LLC in Indianapolis.

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, Indiana. Together, they are actively involved in Crystal Valley Missionary Church, RETA, CBMC of Michiana, carpooling, and homework. Spare moments are filled with reading, studying history, exercise, and travel.