Aires Financial Wealth & Insurance Solutions
Jonathan Aires
Wealth Management Advisor|CFP®
We're Top Ranked by Forbes
Forbes has recognized Jonathan Aires as one of the top financial security professionals in California. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Best-in-State Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Good financial planning can be taken for granted.
For many people, that can mean falling into a sense of complacency, especially when times are good, because:
- The goals are far off
- Our days are already full
- And, let’s be honest, the subject is challenging, scary, and sometimes morbid
At Aires Financial, our team is passionate about our mission. Every day and with every client we create plans that not only help preserve and grow wealth but are also designed to make our clients financially bulletproof. I want my clients prepared for and protected against any eventuality, any scenario, and fully empowered to live life with the joy and freedom that only comes with true financial security.
We are goal-centric and plan-focused with deep conviction that the way you win in investing is by not losing. Consistent singles and doubles - not home runs - are the path to success.
Our team is highly skilled at simplifying an otherwise complicated planning process because we know complexity delays planning and have seen what can happen without a plan in place.
Tragically, I’ve seen it in my own family: decades of hard work upended in a shockingly short period of time; folks who worked hard their entire lives losing almost everything in an inconceivably short period of time.
I am haunted by the fact that the outcome could have been completely different. With sound financial planning, I’m convinced – absolutely certain – that had I entered this career earlier the people I care about would not be in the difficult position they’re in today. During a time when they should be enjoying their Golden years and the fruits of their labor, they are instead working harder than ever and are unable to live the life they truly desire.
Ensuring that my clients never have to experience the same pain, fear and insecurity is our primary focus – and has been for well over a decade.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4