Office located at 3633 Inland Empire Blvd. Suite 860 Ontario, CA 91764
Additional offices by appointment only.
Aaron Cruz is a Financial Advisor with over 27 years of experience guiding individuals, families, and business owners toward greater financial security and long-term success. He specializes in retirement planning, asset protection, and developing personalized financial strategies that reflect each client’s values, goals, and unique financial situation. Aaron is dedicated to helping clients confidently navigate market uncertainty while preparing for a stable and lasting financial future.
Known for his outgoing and energetic personality, Aaron creates a welcoming environment where clients feel comfortable discussing complex financial matters. Through a combination of education, strategic planning, and strong personal relationships, he has helped countless clients feel more confident and empowered about their financial future.
Aaron is well respected within his community and has been happily married for 16 years and is the proud father of two boys. Outside of his professional life, he enjoys mentoring young athletes through coaching and finds great fulfillment serving in his church’s children’s ministry.
Proverbs 15:22. "Without counsel, plans fail, but with many advisers, they succeed"
The importance of seeking wise, God-fearing counsel has had a major impact on my life and in my business.