John Montoya, founder of JLM Wealth Strategies, began his career in financial services in 1998 and is one of only 200 financial advisors in the country who have successfully completed the training program required to become both Infinite Banking® Authorized Advisor and a Bank On Yourself® Authorized Advisor. John is licensed in over 40+ states and does most of his appointments virtually across the United States. He also maintains an office for those local to the San Francisco Bay Area. John is currently enrolled with the American College completing the Certified Financial Planner (CFP®) designation.
