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@northwesternmutual.com
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2 phones found area 805 and 414
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LinkedIn matched
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Greg Montejo is listed as Founder of Proverbs Financial & Insurance Services at Proverbs Financial & Insurance Services, based in Irvine, California, United States. AeroLeads shows a work email signal at northwesternmutual.com, phone signal with area code 805, 414, and a matched LinkedIn profile for Greg Montejo.
Greg Montejo previously worked as Founder at Proverbs Financial & Insurance Services and Financial Advisor at Northwestern Mutual. Greg Montejo holds Bachelor’S Degree, Business Economics from California State University-Long Beach.
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AeroLeads found 1 current-domain work email signal for Greg Montejo. Compare company email patterns before reaching out.
As a Financial Advisor, my team and I draw on the expertise of top financial firms, tax specialists, and legal professionals to develop strategies that help our clients achieve their financial goals. While it’s true that money doesn’t grow on trees, we believe that with the right team, everyone has the potential to cultivate their own "Money Tree."As the founder of Proverbs Financial, I am committed to enhancing the financial expertise of professionals by offering access to industry experts and advanced planning technology. This support empowers them to better serve their clients and gain the confidence to expand their business. I am also dedicated to fostering the growth of advisors' personal practices through mentorship, skill development, and marketing support./COMPLIANCE:2024-4385/
Listed skills include Financial Analysis, Insurance, Retirement Planning, Financial Planning, and 7 others.
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At Proverbs Financial, our mission is to inspire financial possibilities for our clients by planting the right seeds for cultivating and sustaining financial success. We view money as a tool to achieve your goals, not the goal itself. Guided by our values of an Others-focused mindset and a Growth-oriented approach, we stay true to our roots of keeping it.
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Greg Montejo works for Proverbs Financial & Insurance Services.
Greg Montejo is listed as Founder of Proverbs Financial & Insurance Services at Proverbs Financial & Insurance Services.
AeroLeads has found 1 work email signal at @northwesternmutual.com for Greg Montejo at Proverbs Financial & Insurance Services.
AeroLeads has found 2 phone signal(s) with area code 805, 414 for Greg Montejo at Proverbs Financial & Insurance Services.
Greg Montejo is based in Irvine, California, United States while working with Proverbs Financial & Insurance Services.
Greg Montejo has worked for Proverbs Financial & Insurance Services and Northwestern Mutual.
You can use AeroLeads to view verified contact signals for Greg Montejo at Proverbs Financial & Insurance Services, including work email, phone, and LinkedIn data when available.
Greg Montejo holds Bachelor’S Degree, Business Economics from California State University-Long Beach.
Greg Montejo is listed with skills including Financial Analysis, Insurance, Retirement Planning, Financial Planning, Investments, Leadership, Customer Service, and Microsoft Excel.
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