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Aries Jimenez, CFP®

Aries Jimenez, CFP®

Financial Life Planner

Aries, a CERTIFIED FINANCIAL PLANNER™ (CFP®), is passionate about helping others achieve financial success. With over 20 years of experience spanning mortgage, real estate, banking, tax preparation, and wealth management sectors, he also co-leads and advocates for the firm’s life planning initiatives.

Aries received his Bachelor’s from UC San Diego and completed the Executive Financial Planning Program at San Diego State University.

In his leisure time, Aries enjoys fishing, traveling, and spending quality time with his wife and their 3 sons during his free time.