In a world where financial stability often seems elusive, Aideen Ky Briones is a beacon of hope for families and professionals seeking guidance in navigating the complexities of personal finance. While raising her son with high needs, Aideen transitioned from a successful healthcare career into the financial services industry, a shift born from both resilience and purpose.
Her journey began in the ICU, where she spent years witnessing how nurses, PAs, NPs, and doctors gave everything to care for others — yet often lacked the time or tools to protect their own financial well-being. Later, as a weight management nurse practitioner, she continued advocating for underserved individuals striving to reclaim their health and confidence.
Aideen initially found her calling in healthcare, helping people manage their weight and live healthier lives. However, it wasn’t until she became a mother, particularly to a child with autism, that Aideen’s personal and professional journey took a transformative turn. She discovered a new calling — helping families, caregivers, and individuals understand and manage their financial well-being.
“Becoming a mother taught me resilience and compassion. It made me realize the importance of having a secure future—not just for myself, but for my family,” Aideen says.
Her move from nursing to entrepreneurship wasn’t without challenges. Aideen saw firsthand the struggles families faced in understanding financial products, particularly in retirement planning, taxes, and life insurance. It became clear to her that many hardworking individuals, including healthcare workers like herself, lacked access to the financial literacy that could help them secure a stable future.
“I wanted to bridge that gap. I knew I could make a difference by helping people understand how money works and showing them how to build wealth without the fear of high risks or hidden fees.”
Aideen’s approach is simple yet impactful: Educate, empower, and guide. She focuses on providing customized solutions that are not only practical but also accessible to everyone. Her dedication to educating her clients about taxes, life insurance, and retirement strategies has helped countless individuals make informed decisions about their financial future.
“When a client saves $30,000 in taxes or secures a six-figure retirement strategy, that’s what success looks like to me. It’s not just about the numbers; it’s about the impact on their lives.”
The key to Aideen’s success is her ability to listen and understand each client’s unique situation. Rather than offering cookie-cutter solutions, she tailors her advice to meet the specific needs of each person she works with.
“I’m not here to push products or offer generic advice. Every person’s financial journey is different, and my job is to guide them in a way that works for them.”
As her business continues to grow, Aideen remains committed to her values of education, integrity, and empathy. Her vision is to expand her firm nationwide, serving clients from all walks of life, and to mentor the next generation of financial specialists—particularly women, caregivers, and underrepresented professionals.
“I’m not just building a team; I’m developing leaders. I want to empower others to build their own financial freedom, just as I have.”
Beyond her professional achievements, Aideen remains focused on maintaining a healthy work-life balance. She prioritizes self-care, sets boundaries around her time, and ensures that she is present for her family.
“I’ve learned to set boundaries and automate parts of my business, which allows me to show up fully for my clients and my family.”
As Aideen looks to the future, she remains committed to evolving with the ever-changing landscape of the financial industry. She embraces automation, AI, and fintech tools to enhance the client experience, ensuring that her clients receive faster, smarter, and more personalized service.
“The industry is evolving, and so am I. I want to be remembered as someone who made financial literacy accessible and actionable for everyone, no matter where they started.”
For Aideen Ky Briones, success is not just about building a business — it’s about building futures. Through her dedication, expertise, and passion for helping others, Aideen continues to transform the financial landscape for families and professionals across the country.
