Timothy Brown

Background

About Timothy Brown

For 7th grade confirmation at St Joseph the Worker School, the project was to identify my life's greatest influence. Vince Lombardi was the answer even then. Competing and pursuing excellence has always been the understanding of the proper approach to all life's pursuits. It turns out that being a planner and a solution provider has always been my value system. In 1982, my career in financial planning began at UCLA in pursuit of a personal financial planner designation years before the CFP designation began. The Retirement Management Analyst (RMA) certification in 2017 and the Divorce Financial Analyst curriculum two years before are recent examples of the pursuit of educational excellence. Conferences, seminars, and workshops are a constant part of my calendar. As a result, my clients are never left behind when new ideas offer a leading-edge advantage. The main reasons for families to engage Montis Financial are more control, a holistic, independent approach to wealth management, and a need for broader family support. The multi-family office is used to manage your wealth once it has become so substantial that you lose the overview, it becomes too complex to manage alone, it costs too much time, or you simply lack the capacity and/or knowledge to manage it yourself. Also, when several generations are involved, it can become complicated. The Montis Financial Family Office team will be your single point of contact. It can help you deal with a broad range of financial and other issues and represent the family in all kinds of external situations. Our clients are carefully selected, and a minimum net worth is required to appreciate and require the breadth and depth of services intended from the exclusive Montis Financial Family Office process.