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.