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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.Contact now
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I heard about the program and read a bit about it and John confirmed its value with further information. He has had a lot of experience with all types of insurance vehicles and has researched it to the hilt - he knows it the best and will be happy to give you all kinds of supportive information. It's a great vehicle set up with ease with John's guidance.
I have been interested in the strategy since I first heard of it a number of years ago. Last year I finally decided to get started. After a lot of research on the internet, I decided to go with John. He was very organized, answered all of my questions and most importantly, I felt very comfortable with him. He walked me through the setup process (not painful at all) and has been first class responsive in any type of follow up questions/concerns that I have had along the way. John has earned my full trust and he truly does put me, the client, first. Five-star service!
"John is very professional, knowledgeable and wonderful to work with! I used to feel overwhelmed when trying to figure out a financial plan...but John made the whole process very easy. He thoroughly explained everything and answered all my questions. It feels good to know that my finances are in good hands! I highly recommend him!"