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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Erick Montiel — Email, Phone Number & Contact Info | Unifers