Aaron Cruz – Financial Professional & Financial Literacy Advocate

Personal Notes

My passion for promoting personal financial education started with my own personal experiences; it developed through my educational background and I continue to expand it through my professional career. As a licensed financial advisor, I daily experience the results between people’s level of financial responsibility and awareness. The need for personal financial education goes beyond my job as a financial advisor, to helping people discover their own financial philosophy. I believe there is a void in our society for financial education and I am passionate about filling this void by promoting financial awareness.

Bio

Aaron Cruz is a licensed financial professional helping individuals and businesses with investment strategies, risk management, tax mitigation, budgeting and more. Aaron holds a certificate as an NFEC Certified Financial Education Instructor as well has a series 7, 63, & 65 license. Aaron’s passion for personal finance started while obtaining his degree from the University of Colorado in Colorado Springs, CO. Before graduating, Aaron was eager to begin helping people with personal finance so he started pursuing his career at Strategic Financial Partners. After obtaining his finance degree and growing his practice, Aaron moved his business to Sheridan, Wyoming where he grew up. Here he continues his career as owner of Tactical Financial Solutions where he designs custom financial solutions to individuals and businesses throughout Wyoming and Montana.

Along with Aaron’s professional qualifications, his personal financial experiences have brought him through many trials and triumphs that have molded his ideas about navigating financial decisions. He now has a clearer view about his financial philosophy and believes this is a key factor in financial decisions that everybody can benefit in discovering. His professional and personal experiences have led Aaron to the process of starting up a non-profit corporation to create financial awareness and increase the availability of local personal financial education. The Non-Profit Corporation is in the start-up phase and plans to expand to local communities throughout Wyoming.

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