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Vincent Montejo

Vincent Montejo

Financial Agent

Although relatively new to the financial industry, Vince is an absolute professional. His background ranges from an early start in Corporate America, a 14-year Air Force Veteran, a College Instructor, and a Firefighter in a municipal fire department. He holds a Bachelor’s degree in Fire Science, as well as a Master’s degree in Organizational Leadership. His life experiences and belief in education drive his knowledge, skills, and abilities as he continues to serve and help others in their financial health.

Believing in the mission, seeing results, and experiencing the emotions first hand of the benefits a financial strategy has, Vince hopes to inspire and impress upon financial strategies for a more balanced and peaceful way of life. His role with the team brings experience and creativity for a truly customized hands on approach to planning.

CA Insurance License #4298859