Complimentary, Quick & Easy without any obligation.
2000+ annuities and
counting. All in one place. At your fingertips.
REPLY IN 24 HOURS
11960 Silvergate Dr Dublin 94568
John@jlmws.com
925-386-6639
John Montoya began his career in financial services in 1998. He holds a B.A. from the University of San Diego in International Relations and is currently a CFP® candidate with the American College. In 2013 he co-authored “The Secret to Lifetime Financial Security” with Bank On Yourself® Best-Selling author Pamela Yellen along with other leading financial advisors, and was added to the National Academy of Best-Selling Authors website. In his free time John is a competitive youth soccer coach winning 2 State Cup titles for Mustang Soccer. He also plays and co-manages an adult men’s competitive team when not coaching youth soccer. John is also married with 3 kids.
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You surely deserve 5 stars. Thanks for the help. Your knowledge has been beneficial towards my finances and I trust in your judgement.
Dulce E
It's a pleasure to work with John. I know I will get answers to my questions in a timely manner. I only wish I found him sooner.
Vladimir M
Positive: Professionalism, Quality, Responsiveness John provides insightful and relevant long term financial planning options. I originally felt skeptical about the possibility of "being my own banker." However, in just the first couple of years, the policy John built for me and my family allowed us to weather multiple financial storms in ways that would have been impossible otherwise. I am grateful to John for his professionalism, empathy, and responsiveness. I highly recommend John if you want to become your own banker, or simply improve your risk management strategies.
Jeff D
My husband and I found John through the IBC portal. We met him in person and felt confident embarking on this new wealth strategy with him guiding us. Over the years, John's presence has expanded from our IBC policy relationship and he is always available to answer questions on how we can better implement IBC with our other strategies and investments. We highly recommend John!
Len and Meg