James Monteverde

 

James Monteverde - Professional Summary:   

 

Throughout his career, business executive and financial expert James Monteverde has earned national recognition as a keynote speaker and published author. Mr. Monteverde has written or co-written such texts as the second edition of Wealth Enhancement and Preservation in 1996 and the second edition of 21st Century Wealth in 2000, both published through the Esperti Peterson Institute. Possessing over 30 years of experience in the financial industry, James Monteverde holds advanced degrees in Financial Consulting and Estate Tax Planning from The American College, where he also obtained his professional designations as a ChFC (Chartered Financial Consultant) and CLU (Chartered Life Underwriter). Additionally, Mr. Monteverde earned his AEP (Accredited Estate Planner) and RFC (Registered Financial Consultant) designations from the National Association of Estate Planners & Councils and the International Association of Registered Financial Consultants, respectively.

Dedicated to serving others, James Monteverde volunteers for World Vision Inc., an international nonprofit organization for children, as a Financial Advisor. He also acts as an Advisory Board Member for the United Mitochondrial Disease Foundation, and he has functioned as Chair of the Eden Christian Academy outside Pittsburg, Pennsylvania, in the past. His many philanthropic endeavors have resulted in honorary citizenships.

Promoting values such as empathy, trust, confidentiality, responsiveness, and reliability, James Monteverde currently leads The Monteverde Group, LLC, as its founder, President, and Chief Executive Officer. The financial advising firm's experienced staff works with key policymaking organizations to offer clients highly specialized services, which include estate and legacy planning, insurance analysis and review, investment portfolio management, stock market analysis, professional athlete management, and retirement planning. Under the guidance of James Monteverde, the company serves clients across the country from its three offices in Florida, West Virginia, and Pennsylvania. Visit MonteverdeGroup.com to learn more about the myriad services provided by the firm's knowledgeable staff.

 

 

James Monteverde - Professional Experience:     

 

11/01/1970 - Present

The Monteverde Group, LLC

President & CEO

Financial Services

Pittsburgh, PA 15222

 

 

The Monteverde Group, LLC is a financial services firm with offices in Pittsburgh, PA, Bonita Springs; FL; and Wheeling, WV. We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. The Monteverde Group, LLC is a pioneering organization serving clients across the United States. With our technological links to the global market, access to major policymaking organizations, and a network of financial talent and experience, we have the resources and scope to offer our clients a variety of solutions. We are committed to providing personalized service to help our clients realize their goals and to pass on the fruits of their success to those they love.

 

Our client relationships are built upon Trust and Confidentiality. Reliability, knowledge, empathy, and responsiveness are the four elements that inspire all we do. We have a strong desire to earn our clients’ trust through competent and informed caring. We ensure that the financial and tax planning solutions we provide are based upon extensive market research, financial insight, and comprehensive planning with independence and integrity.

 

 

 

James Monteverde - Education:     

 

08/01/1979 – 06/15/1982

The American College

Estate Tax Planning

MA

Bryn Mawr, PA 19010

 

Counseling, 1981

 

 

James Monteverde - Interests:     

Family, Community, Finance

 

 

Honors

Who’s Who in Finance and Industry, Marquis Who’s Who

Edward F. Haldeman, CLU Memorial Award; NAIFA-Pittsburgh; 2000

 

Affiliations

 

• Million Dollar Round Table (MDRT)
  • Qualifying and Life member
  • Top of the Table member
  • National Association of Insurance and Financial Advisors (NAIFA)
    • NAIFA-Pittsburgh
      • Member
      • President [past]
• NAIFA-Pennsylvania
  • President [past]
• Trustee [two terms, past]
• Finance Committee Member
• National Association of Estate Planners & Councils (NAEPC), Member
• Golden Key International Honour Society, Member
• Association for Advanced Life Underwriting (AALU), Member
  • Nominating Committee, Member

Society of Financial Service Professionals, Member

 

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