Erick Montiel
Vice President - Product Consulting @Independent Financial Group, Llc
Irvine, CA, US
EMAILS
e•••••••@ifgsd.com
MOBILE NUMBERS
+14•••••••93
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WORK HISTORY
Sep 2025 — Present
Vice President - Product Consulting @Independent Financial Group, Llc
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San Diego, CA, US
EDUCATION
1993 — 1998
University of California, Berkeley
Bachelor's degree
SKILLS
Sales Presentations401kSeries 65Retirement PlanningAsset AllocationMutual FundsSeries 6Series 7Sales ManagementRetirementInvestment StrategiesSeries 63Fixed AnnuitiesWholesaleVariable AnnuitiesInvestment Advisory
ABOUT ERICK MONTIEL
Vice President National Sales - Annuities, Alternative Investments, Advisory, Insurance.
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