Courtney Montecino, MS

Financial Paraplanner Qualified Professional FPQP™

Courtney has over 20 years of administrative experience and provides support to our clients. She has provided administrative support in various fields, such as IT, government, real estate, and interior design.


Courtney believes in taking her work personally and treats every transaction as if it were her own.

She received her MS degree from the University of Phoenix in Administration of Justice and Security.

Courtney enjoys spending her free time with her husband and four young children, two daughters and two sons, outdoors.

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