Rick Montejano Email
Principal and Managing Director | Senior Vice President | Certified Retirement Planner @ Pacific Point Asset Management
Rick Montejano's Location
California, United States
Rick Montejano's Work
- Principal and Managing Director | Senior Vice President | Certified Retirement Planner @ Pacific Point Asset Management
- Qualified Retirement Plans Specialist | Portfolio Management Strategist @ Pacific Point Asset Management
- Financial Education Speaker | Portfolio Creation and Management Expert @ Pacific Point Asset Management
- Owner, RockSteady Ranch, Rock Creek, Montana @ Montana resident
- Senior Vice President | Financial and Investment Strategist @ Wells Fargo
- Senior Vice President | Financial Planning Advisor @ Smith Barney
- Senior Vice President | Financial Services Specialist @ Morgan Stanley
Rick Montejano's Education
- University of California, Berkeley
Bachelor of Arts (B.A.) (Legal Studies and Social Jurisprudence)
1979 - 1983
Rick Montejano's Skills
- Retirement
- Qualified Retirement Plans
- Securities
- Asset Management
- Wealth Management
- Investment Strategies
- Alternative Investments
- Stocks
- Retirement Planning
- Portfolio Management
Rick Montejano's Summary
Rick Montejano, based in California, United States, is currently a Principal and Managing Director | Senior Vice President | Certified Retirement Planner at Pacific Point Asset Management, bringing experience from previous roles at Pacific Point Asset Management, Montana resident and Wells Fargo. Rick Montejano holds a 1979 - 1983 Bachelor of Arts (B.A.) in Legal Studies and Social Jurisprudence @ University of California, Berkeley. With a robust skill set that includes Retirement, Qualified Retirement Plans, Securities, Asset Management, Wealth Management and more, Rick Montejano contributes valuable insights to the industry. Rick Montejano has 1 email on RocketReach.
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