Meet Robert
Robert Montes entered into the financial services industry in 2006, and currently has over 15 years of experience. His journey, however, took an intriguing turn when he decided to take a break from advising. During this hiatus, Robert served in the special operations community as an Army Ranger with the 2nd Ranger Battalion in the United States Army. Deploying to Afghanistan as an infantryman placed him at the forefront of the Global War on Terror. Returning to the financial advising world, Robert brings a unique perspective to his clients. His commitment extends beyond mere numbers; it’s about people. As a Certified Plan Fiduciary Advisor (CPFA®), he focuses on two critical aspects:
- Helping Plan Sponsors Optimize Retirement Plans: Robert collaborates with employers to design retirement plans that attract and retain key employees. His strategic insights ensure that these plans align with organizational goals.
- Empowering Plan Participants & Individual Investors: Robert’s passion lies in helping individuals create and sustain successful financial outcomes. Whether it’s retirement savings, investment strategies, or financial literacy, he guides clients toward their aspirations.
Beyond the office, Robert finds joy in family moments. He spends quality time with his wife, Katie, and their two children, Addisson and Lincoln. He's an avid practitioner of Jiu Jitsu and also shares his love for shooting by teaching others this valuable skill during his free time.