Eddy Montalvo

Financial Advisor
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Eddy Montalvo

Financial Advisor
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The value I bring is to guide people through a process and help them shift their financial behavior which will benefit them with peace of mind

Eddy has over 15 years of experience in the finance industry and has helped many families with their investment, retirement, lending, insurance, and tax preparation needs. In his previous role at a national investment firm, he helped clients, CPA’s, Attorney’s, and Business Owners navigate retirement plans as well as complex retirement transactions.

Eddy received his Bachelor’s Degree in Personal Financial Planning from Utah Valley University. He is currently a CFP candidate and holds the Series 7 and 66 licenses as well as the Life, Health, and Variable Annuity licenses.

In his free time, Eddy enjoys spending time with his wife and three children. He also loves to travel and meet new people with his favorite destinations being St. Thomas and St. John. In the spirit of giving back, he also volunteers of his time to scouting, his church, and other local organizations that need a helping hand.

Contact Eddy