
Ellie Montejo
Managing Director
ellie.montejo@proverbsfin.com
Cell: (949)-776-8556
Office: (707) 765-2382
Ellie graduated from Cal State Long Beach and started her recruiting career in the financial services industry. After 6 years of recruiting, team building, and development, she decided to join her husband, Greg, in the growth of Proverbs Financial to assist with building the team.
Ellie is passionate about Proverbs' mission of providing financial security to the community that they serve as well as connecting individuals to a life changing career opportunity.
PATH OF CONFIDENCETM
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?
Click to watch how we can help bring financial balance to your life.
COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES
Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
Financial Representative of Guardian. CA Insurance License #4316224