Ernie Baillargeon brings more than 15 years of experience in the financial services industry. He has spent several years leading group training workshops with topics that include Social Security maximization, income strategies, customized wealth management and life insurance. Ernie is passionate about helping clients reach their retirement goals through tax-efficient financial planning and providing clarity around their financial future.
Ernie is a fiduciary and holds his FINRA Series 65 as a licensed Investment Advisor Representative (IAR). He maintains the highest standard of care by always putting the needs of his clients first. He graduated with his Bachelor of Science degree in Finance from the University of Arizona honors program in 2002.
Ernie has been married to his wife Meghan of 18 years, and they have three children: Luke (13), Grace (11) and Noah (4). They live on a mini ranch in Cave Creek enjoying a country lifestyle caring for their horses.
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