Compound Planning adds 5 advisors, crosses $2.5 billion of assets under management
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location

Crystal Lake, IL

Alec Montoya

VP, Senior Wealth Advisor

Alec joined Compound Planning in 2024 in pursuit of a fulfilling life as a husband, father, and trusted financial advisor. Prior to Compound, Alec was a Wealth Advisor & Partner at Mercer Advisors and an Investment Advisor Representative with LPL Financial. Alec holds a B.S. degree in Business from Colorado State University, completed Wealth Management Theory and Practice which is an executive certification program offered through Yale School of Management, is a CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor® designee. His areas of expertise include capital markets, planning for business owners, planning for...

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(815) 242-7317

[email protected]

LinkedIn

Experience

Mercer Advisors

7 years

LPL Financial

3 years

Qualifications

Colorado State University

Bachelor of Science, Business Administration

Certified Financial Planner™

CFP®

Certified Private Wealth Advisor®

CPWA®

Series 66

FINRA

Specialities

Investment management

Alternative investments

Tax planning

Equity compensation

Estate planning

Liquidity event planning

Business owners

Executives

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