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Aaron Quintero

In by Mission Wealth

Aaron Quintero, Client Services Representative

Aaron Quintero

Client Service Representative

Austin, Texas

(512) 520-0593

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"I love what I do in operations because I enjoy solving problems and helping others find solutions to their issues and creating a positive impact on their experience. I also appreciate the opportunity to work closely with a diverse team and collaborate on finding ways to continuously improve our services."

Aaron Quintero is a Client Service Representative at Mission Wealth in the Austin, Texas area. He collaborates closely with his team of Wealth Advisors to ensure that clients receive prompt and efficient service. Aaron's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With his attention to detail and dedication to client satisfaction, Aaron plays a crucial role in the success of Mission Wealth.

"I love what I do in operations because I enjoy solving problems and helping others find solutions to their issues and creating a positive impact on their experience. I also appreciate the opportunity to work closely with a diverse team and collaborate on finding ways to continuously improve our services."

Aaron Quintero is a Client Service Representative at Mission Wealth in the Austin, Texas area. He collaborates closely with his team of Wealth Advisors to ensure that clients receive prompt and efficient service. Aaron's responsibilities include preparing new account paperwork, performing ongoing account maintenance, and providing regular updates to clients. With his attention to detail and dedication to client satisfaction, Aaron plays a crucial role in the success of Mission Wealth.

Learn About Aaron Quintero

Professional Background

With a strong foundation in financial services, Aaron has honed his skills through roles at reputable firms such as Charles Schwab, AssetMark, and Kestra Financial. Aaron's diverse professional background equips him with a comprehensive skill set and a strong foundation in the financial services industry.

Aaron holds a Series 6 designation and has completed the Securities Industry Essentials® exam to continue his financial education. 

Personal Pursuits

In his personal life, Aaron is all about staying active through activities like lifting weights, group training, and run clubs, which help him clear his mind and socialize. He also enjoys coaching little league basketball, spending quality time with friends and family, as well as taking his dog on outdoor adventures.

Mission Wealth has given my wife and me greater confidence that our money will outlast us in the challenging times ahead. Its advisors are as professional and caring as can be! Thank you.
David F. - Current Client
Testimonials appearing on this website have been received by current clients of Mission Wealth Management LP. All testimonials reflect the experiences of those who have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials do not necessarily represent all who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website. 00612010 07/24

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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