Professional

Joey is a NFL Players Association Registered Player Financial Advisor

Joey is a former college football player and has a passion for working with athletes in managing their financial lives.

https://www.nflpa.com/

 

Joey Montalbano is a CERTIFIED FINANCIAL PLANNER™ practitioner.  This allows him to focus in areas such as :

  • General principles of financial planning
  • Insurance planning and risk management
  • Employee benefits planning
  • Investment planning
  • Income tax planning
  • Retirement planning
  • Estate planning

 

More info can be found at www.cfp.net

Joey has received his Chartered Financial Consultant designation through The American College:  This demonstrates an expertise in areas such as the financial system in the economy, financial planning applications, practical estate planning, and additional retirement issues commonly faced by retirees.

Joey received his Chartered Life Underwriter designation through The American College.  He is able to assist clients by providing in-depth knowledge on the insurance needs of individuals, business owners, and professional clients.
 

Joey received his Chartered Advisor in Senior Living® designation through the American College. This shows a commitment to helping aging clients achieve financial security now and into the future. The CASL® helps lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth.

Joey received his Registered Employee Benefits Consultant® designation through The American College.  This includes practical knowledge on pensions and retirement plan funding, installation and administration. The program covers group medical plans, long-term care, executive compensation, personnel management and more.

 

Joey received his Registered Employee Benefits Consultant® designation through The American College. This includes practical knowledge on pensions and retirement plan funding, installation and administration. The program covers group medical plans, long-term care, executive compensation, personnel management and more.

Joey Montalbano takes clients through a very thorough discussion of where clients are at financially and personally.  He uses a personal planning analysis to deliver a comprehensive plan that integrates a wide spectrum of areas such as retirement planning, college education, estate planning, charitable giving, life insurance planning, income protection, employee benefit planning, and asset allocation. Joey helps people: Identify both short and longer-term goals for you and your family or your business, Develop a comprehensive plan that addresses where clients are currently at compared to where they want to be and design innovative solutions to implement various planning concepts and ideas.

 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Joey Montalbano.

 

Associations and Memberships

Financial Planning Association http://www.plannersearch.org/

 

Joey Montalbano, CASL®, CLU®, RHU®, ChFC®, CFP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck