• About Us
    • Team
    • Philosophy
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    • Excellence
  • Services
    • Business Continuation
    • Executive Benefits
    • Life Insurance
    • Estate Planning and Wealth Transfer
    • Disability and Long-Term Care
  • Calculators
    • Amortization
    • College Tuition Planner
    • Estate Tax
    • Future Value of Regular Payments
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    • Periodic Withdrawals
    • Present Value / Future Value
    • Retirement Savings
    • Roth IRA Conversion
    • Savings Goal Planner
    • Tax Deferred Accumulation
  • M Financial Group

Team

Jim Montemer

Principal and President

Sammy Montemer

Principal and Partner

Bill Staake

MBA, CLU, ChFC Marketing Director

Thomas Meehan

CLU, Senior Associate 

Enrique Escudaro

MSc, Senior Associate, Director for Latin America and Western Europe 

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  • Disclaimer

    Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA/SIPC.
    Wealth Advisory Group is owned and operated independently from M Holdings Securities, Inc.
    Wealth Advisory Group is a member of M Financial Group.
    Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
  • Contact

    Wealth Advisory Group

    4782 Katella Avenue
    Los Alamitos, CA 90720

    Phone: 888.486.2139

  • M Financial Member Firm

    M Financial Group Member Firm
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