Alexander R. Monte, CFP<sup>&reg;</sup> - Financial Advisor

Alexander R. Monte, CFP®

Certified Financial Planner™

Monte Financial Group LLC

30 Long Hill Rd
Guilford, CT 06437
FINANCIAL ADVISOR'S WEBSITE
(203) 453-6851 CONNECT WITH Alexander
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General

Alexander Monte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Monte Financial Group LLC in Guilford, CT and the surrounding communities.

Financial Advisor Overview

I'm a CERTIFIED FINANCIAL PLANNER™ at Monte Financial Group LLC, a fee-only SEC registered Investment Advisor located in Guilford, CT. I develop comprehensive financial plans as well as provide ongoing financial consulting and investment management advice. My responsibilities include working with individuals and families to develop wealth solutions and guide individuals with investment decisions to help meet short and long term goals.
 
I received a Bachelor of Science in Management at Roger Williams University within the Mario J. Gabelli Business School in May, 2014 coupled with a minor in Psychology

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Financial Advisor Experience

Certified Financial Planner™

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Sudden Wealth

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