Broker Check
Aaron Alonzo

Aaron Alonzo

Investment Adviser Representative

Aaron has made Tucson his home since 1994. He is happily married to his wife, Lisa, and they have two beautiful children. His time outside of the office is all about family. Spending time with friends or a quiet dinner with his wife are luxuries that he enjoys. 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 and AIM wealth Partners, 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 the money to invest and 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.

In addition, Aaron aspires to proceed through life with a conscious and moral code of conduct that he hopes may bring happiness, good will, and love to all of  individuals with which he comes into contact. Aaron aims to maintain the highest of respect from, his friends, colleagues, and most importantly 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