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Justin Montandon, Private Wealth Advisor serving the Austin, TX area - Ameriprise Advisors

Justin Montandon

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Montandon & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Tarleton State University, BS Bachelor of Science 1996-2001

Awards & recognition

  • Ameriprise Circle of Success, 2007 - 2010, 2016, 2017, 2019-2021, 2022, 2023,
  • Montandon & Associates, Ameriprise Client Experience Award, 2019, 2022, 2023
  • Five Star Wealth Manager, 2012-2014, 2016
  • Montandon & Associates, Forbes Best-in-State Wealth Management Teams, 2024

Interests

  • Most of all, I enjoy spending time with my wife and three kids. Whether we are playing basketball in the driveway, hunting with the boys, or reading for school. I love the energy that we generate together and treasure every moment with them.
  • Grand Lake, Colorado is my favorite place to be. I love the amazing views from the mountains, the fresh air and all the activities that we can do to experience nature at its finest.
  • I enjoy doing handyman activities around the house. I love having the opportunity to use my hands to build and create things that we use around the house.