The Monteverde Group, LLC

CONNECT

Address:

Three Gateway Center, Suite 2300
Pittsburgh, PA 15222

Phone:

412.391.0419

Fax/Other:

412.391.0338

James W. Monteverde, ChFC, CLU, RFC, AEP

James W. Monteverde, ChFC, CLU, RFC, AEP

President and Chief Executive Officer

James W. Monteverde is the founder of The Monteverde Group, LLC. He holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), and Accredited EstatePlanner (AEP).

Mr. Monteverde has been a keynote speaker at financial planning conferences and has authored and co-authored several publications including Wealth Enhancement and Preservation, second edition (Esperti Peterson Institute, 1996) and 21st Century Wealth (Esperti Peterson Institute, 2000). Mr. Monteverde has advanced degrees in estate planning and financial counseling. Mr. Monteverde's Philanthropic efforts have earned him honorary citizenships. Mr. Monteverde previously served as Vice Chair for the Division of Financial Advisors and currently serves on the Finance Committee of the National Association of Insurance and Financial Advisors. He is a Registered Representative and an Investment Advisor Representative with Royal Alliance Associates and is also a National Financial Advisor with World Vision. Mr. Monteverde is a member of the National Association of Estate Planning Councils, The American Gold Key Society, The Association for Advanced Life Underwriting and the Society of Financial Service Professionals.  He serves on both the Partners Financial Advisor Board and the United Mitochondrial Disease Foundation Advisory Board.

 

Phone 412-391-0419
Fax 412-391-0338
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck