Andrea Montiel
Financial Service Associate
Financial Service Associate
Andrea Montiel is dedicated to helping individuals and families achieve professional goals. Originally from Mexico, Andrea earned her Bachelor's Degree in Public Accounting in 2020 and began her career in the accounting field. Over time, she discovered a passion for financial planning and shifted her focus toward helping protect and manage their wealth.
With more than five years of experience in financial and accounting services, Andrea guides clients throughout their financial planning journey. Her accounting background provides her with a unique perspective, allowing her to incorporate tax considerations into financial planning discussions and help clients evaluate strategies consistent with their financial objectives.
She primarily works with Hispanic families helping them navigate complex decisions with confidence and clarity.
Andrea is known for her commitment to trust, transparency, and personalized service.