Meet Aaron

Your Personal Financial Advisor

Aaron Flores

MBA - Founder and Owner

From an early age, Aaron gravitated to numbers, details and planning. One of his first career aspirations was to become a teacher. He possesses a strong desire to help people and break down concepts in an easy to understand way.

In 2022, Aaron decided to become a Registered Investment Adviser and started Sage Mountain Wealth Management. While a career in investing had always been a desire, he felt strongly that now was the time. With over a decade of experience as a CFO of a $10 million nonprofit organization, Aaron was confident that his skill set would lend itself well to helping people financially in a different way.

As a CFO, the job constantly requires that one assess business decisions for their financial feasibility and profitability. As a financial advisor, Aaron applies those same skills as he works with clients individually to help them plan and invest confidently for their future.

Aaron and his adorable little daughter enjoy their days living the country life a short drive outside of Boise, Idaho. They have learned to love and care for each other in a new way after having lost their wife/mother to cancer in 2023. Aaron is a Christian and is active in his local church community. Having raised chickens and goats in the past, Aaron and his daughter now have two horses, Brewster and Homer.

Ready to take control of your financial future?

Schedule a free, no-obligation review of your investments today. Let’s meet at your convenience, whether in-person or virtually. Contact us now to start planning for a brighter tomorrow.