Eddy Montalvo
Workshop Speaker: July 25, 10:45 a.m. ET
My Financial Health
Financial Advisor - Freedom Financial Group
Because of his passion for numbers and people, Eddy is considered a valuable confidant and trusted Financial Advisor by his clients. He believes that the same way some people might need a therapist, everyone needs someone they can go to for financial advice and recommendations. His clients range from people starting to invest to those that have been saving and investing for decades.
He obtained his Bachelor’s degree in Personal Financial Planning from Utah Valley University. His previous roles at Fidelity Investments and USAA Investments provided him with vast experience in retirement planning and investment management.
Eddy is a native of sunny Florida, he was born in Miami Beach and loves all things water. At the age of 17, he joined the US Coast Guard and was stationed in his home town of Miami Beach. His role provided search and rescue as well as law enforcement. Outside of the office, he loves spending time with his wife and three children. He also loves to travel throughout the Caribbean and considers St. Thomas, his favorite destination.
