Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. - Seal Beach, California

About Gerald Thomas Montegani Jr., CFP, CIMA

Gerald Thomas Montegani Jr., a highly esteemed financial professional based at UBS Financial Services Inc., offers expert advice in financial consulting and planning. With his professional credentials being both CFP (Certified Financial Planner) and CIMA (Chartered Investment Management Analyst), Gerald brings a wealth of knowledge and experience to his clients. His office is conveniently located at 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States, making it accessible for those in the vicinity.

For those looking to connect with Gerald, you can reach him at 562-343-9175. His professional website, advisors.ubs.com, provides a comprehensive overview of his services and specialties. Notably, his website highlights his dedication to serving clients with wheelchair-accessible facilities, ensuring that everyone can receive personalized financial advice without barriers.

Key Features and Recommendations:

• Location: Gerald's office is wheelchair-accessible, featuring a car park, entrance, and toilet designed for ease of access.
• Appointments: It's recommended to book an appointment in advance to ensure a personalized consultation.
• Reviews: Gerald has garnered a solid reputation with one review on Google My Business, boasting an impressive Average Opinion: 5/5.

Gerald Thomas Montegani Jr. is not just a financial advisor but a trusted partner in managing your financial future. His dual certification underlines his commitment to ethical and professional financial planning. With services tailored to both financial consulting and planning, Gerald can help you navigate through the complexities of finance, ensuring your assets are guarded and your future is secured.

For individuals seeking financial clarity and security, Gerald's approachable yet professional demeanor, coupled with his accessibility features, makes him a standout choice. His recommendation to book an appointment beforehand ensures that clients can make the most of their time, receiving focused and in-depth advice.

If you're looking to enhance your financial strategy or simply seeking guidance on how to best manage your wealth, Gerald Thomas Montegani Jr. is well-positioned to assist. Don't miss the opportunity to benefit from his expertise. To get started, visit his website at advisors.ubs.com and take the first step towards financial peace of mind. Contact Gerald through his website today to schedule your appointment and begin your journey to financial empowerment.

This structured approach not only highlights Gerald's professional credentials and office accessibility but also emphasizes the importance of reaching out to him directly for personalized financial guidance.

👍 Reviews of Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc.

Steve S.

5/5