Independent Financial Planner
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Securities America and Monteiro Financial Group are separate from all other named entities
Mark Monteiro is a Financial Planner with niche for retirement planning for families and individuals. Mark began his career within Financial Services at New York Life Insurance Company and later went on to join JSG Asset Management & Echelon Planning Group. Throughout this time he achieved his investment licenses (Series 7 and 66) as well as his Life and Health Insurance license. Mark has a vast knowledge for building investment portfolios and financial plans for clients. Mark’s entrepreneurial spirit coupled with his passion for helping individuals and families implement proper financial planning has allowed for him to found his own financial planning institution, Monteiro Financial Group, where he serves his clients as an independent financial advisor.
Along with his passion in the financial services industry, Mark is an avid sports fan where he supports the Phoenix Suns and the New York Jets.
Mark is currently studying to become a Certified Financial Planner (CFP).