Mont J. B.
Financial Educator @Afe Association Of Financial Educators
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WORK HISTORY
Financial Educator @Afe Association Of Financial Educators
AFE is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more. Our members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being. https://afe-usa.org/
SKILLS
ABOUT MONT J. B.
As Executive Director of the Society for Financial Awareness (SOFA) Mid-Atlantic Chapter and Managing Principal of PSG Financial Group, this professional brings over three decades of financial services experience. They specialize in educating, coaching, and advising diverse audiences, including civilian and government clients, on tailored economic strategies that drive financial confidence and stability. At PSG Financial Group, they lead a collaborative team dedicated to empowering individuals and businesses to make informed financial decisions. Their mission to promote financial literacy and foster community growth is supported by a commitment to ethical practices and impactful solutions, ensuring long-term economic resilience for those they serve.
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