As a Certified Financial Planner with over 40 years of experience, Monte specializes in Retirement Planning, Asset Management, Estate Planning, and Business Transfer. His practice utilizes a unique process for understanding each client's personal and family objectives, often spanning multiple generations, to develop creative financial planning strategies.
Monte holds a combined Bachelor of Science in Finance Investments and Management from California State University, Long Beach. A native Californian, Monte is a photography enthusiast who loves to travel with his wife, Laura, and their two daughters.