Greg Montejo is the founder of Proverbs Financial and a Retirement Income Certified Professional® (RICP®). He entered the financial services industry in 2015 after graduating from Long Beach State, with a clear goal: to help others achieve financial independence—a goal he became deeply committed to after watching members of his own family work hard yet still struggle to retire.
In 2021, Greg launched Proverbs Financial with the support of Pacific Advisors and The Guardian Network® to build a planning-first firm focused on creating financial clarity and long-term confidence. His mission is to help clients retire with purpose while also developing a platform where quality planning leads to quality outcomes—for both clients and advisors. At the core of his approach is a belief that strategic financial planning doesn’t have to be complicated—his goal is to make smart strategies simple and accessible so more people can make confident financial decisions.
Greg and his wife, Ellie, spend time with their dog and enjoy dinners out, Sundays at church, and building a shared vision of helping others live with greater freedom and purpose.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0K49283.