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With over 15 years of individual wealth planning and 401(k) consulting experience, we invite you to explore how Monterey Wealth can help you develop a custom plan for your unique situation.


You have a right to know what services you are receiving and what you are paying for them. Our 100% transparency guarantee ensures you are able to fairly evaluate the value you are receiving.


No sales quotas and no proprietary product requirements from home office allows us to build custom solutions that fit your needs and not those of some nameless, faceless corporation.

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