Nohemy Montes

About Nohemy Montes

True financial success is not just archived, it\'s sustained! You have worked relentlessly to build a meaningful life for yourself and your family. The logical next step is to protect what you have constructed by creating a well-crafted comprehensive financial plan. I have the the education, resources, experience, and the proven system to deliver sustainable financial success to you and your loved ones. I bring to Mont Wealth Financial Advisors over 14 years of experience as a Wealth Manager. My background is in law, economics, and finance. My objective is to coach my clients to reach their tax efficient wealth accumulation, preservation, and distribution, including a proper estate plan. I train and lead my business clients from the practical to the fiduciary aspect of their retirement plans, creating enhanced employee satisfaction and loyalty.I work with strategic experts in various fields to create a world class customized financial strategy. My organization employs a step by step methodology and execution involving customized strategies and leadership, whereby clients receive training and solutions throughout their journey. My processes have been developed and perfected based on our team’s extensive experience, knowledge, and resources including our allies, which are leading global firms. As a result of delivering trust, leadership, excellence, integrity, and empowerment for nearly 15 years, I am proud to be working with three generations of the same family! Call me today! Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. a Broker/Dealer and Registered Investment Adviser.Located at 1755 Telstar Dr. Suite 300, Colorado Springs, CO 80920Office Voice: 71••••••04E-mail: n••••••@montwealth.com Website: montwealth.com

Experience

1. President, and Wealth Manager

   Mont Wealth

   Aug 2013 — Present · Colorado Springs, CO, US

   As a Wealth Manager, my role is to enable our clients to be assertive in attaining their financial objectives. I deliver quantifiable benefits through the most sophisticated strategies in the financial planning and investments arena. Only through constant learning can we provide the best individualized strategy; and my team and I continuously participate in professional development to be abreast of the most current trends in the industry.As company president, I provide leadership and guidance to stay ahead and offer quality life changing advice. I\'m proud of my firm\'s continued growth. In August 31, 2015, I received special recognition as part of the \"rising stars\" through my broker/dealer, Cetera Advisors LLC. But my greatest satisfaction stems from continuing to deliver a remarkable experience to our life long clients, families, and community. In August 15, 2017, I had the privilege to receive the 2017 Minority Business of the Year Award, received by Lola Wolock, Executive Director of the Southern Colorado Women Chamber of Commerce. My journey continues.

Education

• American Retirement Association

  Certified Plan Fiduciary Advisor (CPFA)

• Colorado State University Pueblo

  Bachelor of Science - BS, Major in Economics

• Universidad Autonoma de Chihuahua, Law School

  Doctor of Law - JD