Montandon & Associates

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.


Advisors

Justin Montandon

Justin Montandon

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Alicia Rivera

Alicia Rivera

Financial Advisor

Chief Operating Officer of Montandon & Associates
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Eric Ross

Eric Ross

Financial Advisor

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Team

Chyenne Cortinas

Chyenne Cortinas

Client Service Coordinator

Roles & Responsibilities

  • Client Service and Scheduling
  • Planning Assistant
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Amy Whistler

Amy Whistler

Administrative Assistant

Roles & Responsibilities

  • Receptionist
  • Meeting Preparation
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