Aldo Arnone entered the financial services industry in 2011 with U.S. Bank, where he began his career serving high‑net‑worth families, foundations, and endowments. Over the next decade, he managed approximately $150 million in client assets, developing a disciplined approach to portfolio construction, risk management, and long‑term planning.
For the past five years, Aldo co‑managed four individual equity strategies representing roughly $5 billion in assets under management. In addition to direct portfolio responsibilities, he helped guide firmwide asset‑allocation strategy, blending macroeconomic research with bottoms-up fundamental analysis to support advisors and clients across market cycles.
Aldo graduated from the University of Chicago in 2009 with a Bachelor’s degree in Economics and has been a CFA charterholder since 2015. He is an active member of the CFA Society of Salt Lake and joined Plan 4 Wealth in August 2026.
Outside of work, Aldo is a long‑time supporter and volunteer with Listeners Community Radio of Utah, KRCL 90.9 FM. He enjoys live music, cooking, boating, camping, and short tram lines.
Aldo Arnone is not affiliated or registered with Cetera Wealth Services, LLC. and any information provided by them is in no way related to Cetera, its affiliates, or its registered representatives.