Rick Montejano Email & Phone Number

Rick Montejano is the current Principal & Managing Director at Pacific Point Asset Management. Rick began his financial services career in 1984 as a Financial Advisor with Dean Witter. In 2000 he joined Smith Barney, where he worked for seven years as a Senior Vice President - Investments before moving his financial practice to Wells Fargo Advisors. He attended the University of California, Berkeley where he earned a Bachelors Degree in Legal Studies and Social Jurisprudence.Rick has dedicated his career to helping individuals with their retirement planning and portfolio construction, giving clear guidance of client’s finances in order to create a strong financial plan. Rick has also provides insight to the finance world through his financial education public speaking engagements.With his newly established office in Woodland Hills, CA, Pacific Point Asset Management is an independent, wealth management practice established to provide personalized and comprehensive financial advice, through a transparent and independent approach. Clients receive personalized strategic guidance in all aspects of their financial lives to help meet their needs for both today and the future. Pacific Point Asset Management works with clients as a partnership in order to customize a personalized plan for managing their investments and finances.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC . Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Pacific Point Asset Management is a member firm of Kestra PWS, an affiliate of Kestra IS. Pacific Point Asset Management and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not provide tax or legal advice. www.finra.org and www.sipc.org.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra PWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.

Listed skills include Wealth Management, Retirement Planning, Securities, Investments, and 35 others.

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  University Of California, Berkeley

  Legal Studies And Social Jurisprudence