Martin Montana, Crpc™ Email and Phone Number
After earning his Bachelor of Science degree in Business from the University of Virginia, Martin embarked on a dynamic career journey as a Financial Advisor with Ameriprise in Boston. With swift advancement, he assumed leadership roles, culminating in managing the San Diego office at just 25. Martin, a Chartered Retirement Planning Counselor (CRPC®), possesses a fervent dedication to guiding individuals through the complexities of retirement planning.As the Executive Vice President of Business Development for Coastal Wealth, Martin oversees business development and is focused on attracting experienced financial advisors to the firm. Martin is equipped with Series 7, 66, and 24 registrations with FINRA, along with a registered principal status with MML Investors Services, LLC. His approach to financial planning with his personal clients is grounded in a profound understanding of each client’s aspirations, crafting tailored strategies to foster wealth accumulation and preservation.Recognized for his entrepreneurial spirit, Martin’s philosophy revolves around providing creative solutions tailored to clients’ needs. With an unwavering commitment to transparency, service excellence, and fostering genuine relationships, he ensures that clients receive personalized attention and comprehensive financial guidance.Beyond his achievements in finance, Martin has enjoyed a successful entertainment career, hosting celebrity athlete shows in Las Vegas and featuring in a Super Bowl commercial. Currently residing in Tampa, Florida with his wife Gema and daughter Eva, Martin brings a wealth of experience and passion to empower clients on their financial journey.https://mycoastalwealth.com/licensing/
Ignite Financial Advisors
View- Website:
- mycoastalwealth.com
- Employees:
- 228
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Founder And CeoIgnite Financial AdvisorsTampa, Fl, Us -
Executive Vice President Business DevelopmentCoastal Wealth Mar 2024 - PresentTampa, Florida, United States -
Associate Recruiting DirectorAmeriprise Financial Services, Llc Sep 2022 - Feb 2024Tampa, Florida, United States -
Entertainment IndustrySelf-Employed Jul 2007 - Aug 2022
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Field Vice President / Manager / Financial AdvisorAmeriprise Financial Services, Llc Sep 2001 - Jul 2007
Martin Montana, Crpc™ Skills
Martin Montana, Crpc™ Education Details
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Business/Commerce, General
Frequently Asked Questions about Martin Montana, Crpc™
What company does Martin Montana, Crpc™ work for?
Martin Montana, Crpc™ works for Ignite Financial Advisors
What is Martin Montana, Crpc™'s role at the current company?
Martin Montana, Crpc™'s current role is Founder and CEO.
What schools did Martin Montana, Crpc™ attend?
Martin Montana, Crpc™ attended University Of Virginia.
What skills is Martin Montana, Crpc™ known for?
Martin Montana, Crpc™ has skills like Comedy, Stand Up Comedy, Public Speaking, Corporate Events, Entertainment, Acting, Voice Acting, Improvisation, Commercials, Television, Theatre, Emcee.
Who are Martin Montana, Crpc™'s colleagues?
Martin Montana, Crpc™'s colleagues are Henry A Echeverria, Pierre-Olivier Noel, Everette Motley Jr, John Capin, Tracy Hussey, Lutcf, Kevin Baranello, Elliot Barry.
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