The Team

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.

Our Advisors

Justin Montandon

Justin Montandon

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

Tarleton State University, BS Bachelor of Science 1996-2001
CA Insurance #0I77171 AR License #7305950

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Alicia Rivera

Alicia Rivera

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
CA Insurance #0H96441 AR License #16691938

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Eric Ross

Eric Ross

Financial Advisor

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Designations

CFP®, CEP®

Top Areas of Focus

  • Small Business
  • Charitable Giving
  • Estate Planning Strategies

Education

BS Finance and Entrepreneurship, University of Arizona, Tucson, AZ 1997-2001
AR License #7632645

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Our Staff

Chyenne Cortinas

Chyenne Cortinas

Client Service Coordinator

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Roles & Responsibilities

  • Client Service and Scheduling
  • Planning Assistant
Amy Whistler

Amy Whistler

Administrative Assistant

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Roles & Responsibilities

  • Receptionist
  • Meeting Preparation