Montandon & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Justin Montandon

Justin Montandon

CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Justin Montandon's website
Alicia Rivera

Alicia Rivera

CRPC®

Financial Advisor

Chief Operating Officer of Montandon & Associates
Visit Alicia Rivera's website

Team

Chyenne Cortinas

Chyenne Cortinas

Financial Planning Assistant,

Client Service Coordinator

Roles & Responsibilities

  • Financial Planning Assistant
  • Appointment Scheduling
  • Client Service and Advisor Support
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Madison Warrington

Madison Warrington

Receptionist,

Administrative Assistant

Roles & Responsibilities

  • Front Desk Reception and Hospitality
  • Client Service and Advisor Support
  • New Account Processing
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