James Montijo joined Allied Wealth Partners as a Financial Advisor in October 2021. Based out of the firm’s New York City office, James is ideally located to work with people from all over the New York metropolitan area. Prior to joining Allied Wealth Partners, James held a Financial Advisor role with Mass Mutual Tri-State and before that, served in various management roles with Autopart International for over five years.
As a financial advisor, James seeks to help give his clients a sense of security while helping them achieve their current and future financial objectives. He works with individuals, families, and small business owners to develop comprehensive financial plans that encompass insurance strategies, college funding, retirement planning, investments, and estate planning to best position them to reach their goals.
James believes his experiences facing various personal life challenges equips him to better understand the needs and wants of his clients. He is driven to help people understand their finances and works with them on a personal level to help them identify strategies to help them to achieve their financial goals. Core to James’s practice is the belief that protecting the ones you love and creating a well-funded retirement are key components on the journey to financial freedom.
James and his wife Julissa reside in Queens, NY. In his free time, James enjoys softball, quality family time, and is an active member of his church, where he belongs to the church’s growth group.
James is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.