Monterey Wealth
Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That’s what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- RB
Robyn Barocas
Director, Plan Management & Administration · Other
EmailPhone - JC
Jay Cohen
President · General Business & Management
EmailPhone
Showing 2 of 6 verified contacts
Top roles at Monterey Wealth
5 distinct titles indexed · top 5 shown.
- 1director of business development
- 1director, plan management & administration
- 1partner
- 1president
- 1wealth advisor
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