Aidan Chacon in

Aidan Chacon

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Financial Planner at Boulay
📍 Eden Prairie, Minnesota, United States

Aidan Chacon is a Financial Planner at Boulay, where he focuses on retirement planning, investment management, and tax planning. He leverages his background from the University of Wisconsin-Eau Claire and his Series 65 registration to help clients feel confident in their financial futures.

Outside of his professional life, Aidan is an active individual who enjoys running, weightlifting, hiking, and traveling. He also values downtime and relaxation, often spending his free time with loved ones at his familys cabin.

He is passionate about educating clients in financial literacy to positively impact their personal and financial futures.

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Experience
3 Years
Current Role
Financial Planner
Location
Eden Prairie, Minnesota, United States
Personality Overview

How Aidan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Aidan cares about

Wealth Management
His career is centered around wealth management, with a passion for helping clients build and execute robust financial plans, stemming from his internship and current role.
Client Financial Literacy
He makes it a point to educate clients in financial literacy, aiming to make a positive impact on their personal and financial well-being.
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Career

Work history

8-2025
Financial Planner
Boulay
6-2024 - 8-2025
Associate Financial Planner
Boulay
9-2023 - 5-2024
Intern
ORGEL WEALTH MANAGEMENT, LLC
5-2023 - 9-2023
Landscaper
K & M Landscaping
1-2022 - 5-2023
Credit Processor
Foundation Finance Company LLC
In the press

Media appearances

Aidan Chacon – Boulay Group Partner. Featured in Boulay Group
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Boulay - NEW HIRE SPOTLIGHT: Aidan Chacon. Featured in Facebook
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Education
9-2020 - 5-2024
Bachelor of Business Administration - BBA
University of Wisconsin-Eau Claire
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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