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2000+ annuities and
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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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California, Alabama, Arizona, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Wisconsin, Connecticut, District of Columbia, Indiana, Montana, Louisiana, Arkansas, Missouri, Oklahoma, Wyoming, Colorado.
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.
Bob M. D.D.S.
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!
Rick M. Retired
"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!"
Kara M. Teacher