With work experience over seven years, this person is now working at Society of Financial Awareness Non-Profit Educational Speaker's Bureau as a Chapter President-Bay Area Financial Literacy. John received his education from 1994 to 1998 at the University Of San Diego. This expert is located in San Francisco, California. To contact with John, you can look for their phone or email or get full info by requesting access to the person's further details.
Name variants:
Johnn Montoya,
Jon Montoya,
Jack Montoya,
Jackie Montoya,
Jacky Montoya,
Johnny Montoya
Contact Information
Last Update
Jul 1, 2022
Email
jo**@jlmws.com
Location
San Francisco, CA
Workplace
Chapter President-Bay Area Financial Literacy
San Diego, CA
Industry
Education Management, Investment Advisory Service
Colleagues
Work History
Chapter President-Bay Area Financial Literacy
http://www.sofausa.org/
We are a 501(c)3 non-profit organization that provides companies,churches and organizations with financial education through seminars and workshops. Our 30 plus seminars cover a wide variety...
from Aug 2012
Founder
My firm focuses on educating, designing, and implementing financial strategies for people wanting to know more about building a safer, more abundant future for themselves and their family. ...
from Apr 2007
Long Term Care Specialist
Specialized in the sale of Long Term Care products for John Hancock
Jun 1998 — Dec 1999
Education
1994 — 1998
Occupations
Executive
Founder
Non-Profit
Leader
Accountant
Finance and Accounting Specialist
Lawyer
Advocate
Founding Member
Chief Executive
Managers
Accounting Bookkeeper
Bookkeeper
Jurist
Legal Counsel
Skills
Strategic Financial Planning
Wealth
Small Business
Financial Planning
Finance
Disability Insurance
Retirement Planning
Investments
Fixed Annuities
Leadership
Management
Long Term Care
Sales
Financial Services
Life Insurance
Insurance
Retirement
Entrepreneurship
Financial Planners
Wealth Management
Employee Benefits
Term Life Insurance
Investment Strategies
Estate Planning
Personal Finance
Financial Advisory
Start Ups
Alternative Investments
Public Speaking
401K
Iras
Wealth Management Services
Business Planning
Asset Management
Brokers
Asset Allocation
Mortgage Lending
Executive Management
Analysis
Risk Management
Trusts
Underwriting
Strategic Partnerships
Wealth Accumulation
General Insurance
Whole Life
Long Term Care Insurance
Real Estate
Real Estate Financing
FAQs about John Montoya
What is the main profession of John Montoya?
John Montoya is a Founder.
What are the profession of John?
These person's professions are Executive and Founder
Where is John Montoya currently located?
John Montoya is located in San Francisco, California.
Does the professional have the email address?
jo**@jlmws.com is John Montoya's email address.
Where did John Montoya work?
John worked at Society of Financial Awareness Non-Profit Educational Speaker's Bureau, JLM Wealth Strategies.
Where has John Montoya studied?
John studied at the University Of San Diego from 1994 to 1998.
What is professional industry that John Montoya worked in?
This person works in Financial Services industry.
What are professional skills of John Montoya?
This professional has skills in the following areas: Strategic Financial Planning, Wealth, Small Business, Financial Planning, Finance, Disability Insurance, Retirement Planning, Investments, and Fixed Annuities.