HomeTeam MemberAidan Chacon

Aidan Chacon

Aidan joined Boulay Financial Advisors, LLC in 2024. His passion for wealth management stems from his motivation to help clients feel confident in their financial plan so they can focus on the things that matter most: family, friends and new experiences. Aidan supports the wealth management team in a variety of ways, including retirement and tax planning, investment management and other areas of financial planning. He enjoys the opportunity to educate clients in financial literacy and make a positive impact on their personal and financial futures. Aidan believes that the tools, resources and knowledge available to clients at Boulay truly “help them get there.”

EDUCATION

  • University of Wisconsin – Eau Claire — B.A. Finance, Certificate in Information Systems
  • Series 65 Registered

PERSONAL INTERESTS

  • Running and weightlifting
  • Traveling
  • Hiking
  • Spending time at the family cabin

FAVORITE BOOK

  • Can’t Hurt Me by David Goggins

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.