As a Certified Financial Planner™, a Chartered Life Underwriter™ and a Registered Investment Advisor, Larry specializes in helping baby boomers and retirees grow, protect and transfer wealth. Larry has a broad depth of experience in investment management, tax strategies, retirement planning, estate planning and helping clients secure their financial future.

Mr. Montello has earned a Graduate degree in Management / Finance from Harvard University and holds Graduate level professional Certificates in Strategic Management and Corporate Finance from Harvard University.

Larry started his career at Buttleman and Strehlow financial group then moved his business to RBC Dain Rauscher as a partner in the Meyer, Phelps, Montello group. Larry left the brokerage environment and became a Vice President and Director at Harris Private Bank in West Palm Beach, Florida. Following his passion for excellence Larry founded Montello Wealth Management, Inc.

Mr. Montello has served as the East Coast program director and instructor for the CFP education program at Florida Gulf Coast University.

Larry is a frequent speaker on financial planning and investment management topics, has written many financial articles and has been quoted in print and on broadcast media. Larry was the host of "Money Matters", a financial radio show on Seaview Radio in West Palm Beach, Florida.

After working with many types of clients, Larry realized his skills and knowledge were especially suited for helping baby boomers and retirees with prudent planning and investing strategies that preserve wealth and a peace of mind before and after retirement.

The services offered to his clients are far more extensive than the typical investment consultant or financial advisor. Larry has extensive knowledge in all facets of planning and can lead the team of Attorneys and CPA s to create income tax, wealth management and estate planning strategies.

Larry has strong tied to the local community and is active in service organizations, non profits and charitable organizations.