Monterey Wealth
Company Management

Monterey Wealth

Financial Services 1117 Perimeter Center West 6 employees
Employees
6
Contacts
2
Emails
2
Phones
1
montereywealth.com LinkedIn

Monterey Wealth Overview

Headquarters
1117 Perimeter Center West
Website
montereywealth.com
Industry
Financial Services
Employees
6
Founded
2004
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
401(k) Rollover and Financial Planning

About Monterey Wealth

Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That’s what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.

Monterey Wealth Contact Details

People in AeroLeads
2
With contact data
2
Email contacts
2
100.0% coverage
Phone contacts
1
50.0% coverage

Monterey Wealth Org Chart

Sample employees and titles
Name Title Contact
Jay Cohen, Cfp® President
Email Phone
Robyn Barocas Director, Plan Management
Email

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1
General 1 1 0

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