About Us

John Montoya

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.
John holds a B.A. from the University of San Diego. In 2013 John co-authored “The Secret to Lifetime Financial Security” with Best-Selling author Pamela Yellen along with other leading financial advisors. He was added to the National Academy of Best-Selling Authors website. In his free time John is a youth soccer coach where he coaches for the city of Danville. In 2015 and 2016, John led Mustang Aztecs to back-to-back State Cup championships. He also volunteers time with Grateful Gatherings helping local families facing homelessness to transition to permanent housing.
To learn more about Infinite Banking® including how to get started, please visit his online calendar at www.IBC.guru to request an introductory telephone appointment.

What People Are Saying About JLM Wealth Strategies:

“I do find it very intriguing your approach to improving others’ lives with financial education and options for relief. We are so ingrained with the current financial system to follow along, not think for yourself or not break from the mold – not to mention the large gap in the education system that does not include financial or health education. It is easier to be a lemming, just not necessarily the best bet. Its refreshing to find someone talking about alternatives over doom and gloom – and the media hype which can be an exhausting roller coaster ride.”