Manage Recruiting, Compliance, and Consulting business activities. At Pivotal Financial Advisors LLC, we believe in a trusted advisor methodology. This methodology is used by advisors in establishing a values-based relationships with their existing and potential clients. It is critically important in a culture to serve clients not from a product driven sales position but rather a client centric Investment Advisor Representative and a fiduciary mindset. Implementation of necessary and appropriate vehicles to achieve personal goals come only as a result of a completed financial planning process. 6300 Ridglea Place Ste. 910-AFort Worth, TX 76116Cell: 817.201.8776monte@pivotalfinancialadvisors.comCertified Financial Planner Board of Standards, Inc. owns the certification marks CFPR, CERTIFIED FINANCIAL PLANNERT and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Registered Principal, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC.Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.Pivotal Financial Advisors LLC and Cambridge are not affiliated.

2018 Spirit of Cambridge Recipient