Skip the guesswork. Plan with confidence.
Our network of professionals has been pre-screened — each holds a minimum of 10
years’ experience, adheres to the highest in client service standards, and has undergone a rigorous background check. Only
the most respected and capable Financial Professionals become Montoya Registry-approved.
The Montoya Registry is not a blind
referral factory: it's a sophisticated, personalized, no cost financial match-making service.
We don't sell your information
to a random assortment of Advisors — our match counselors listen to your unique needs, then carefully select and suggest
a qualified, experienced Financial Professional we feel is best suited to work with you.
Let us introduce you to a qualified
independent Financial Advisor, Retirement or Estate Planner, Wealth Manager or CPA. Only you choose if you want to make
contact, and your data is never sold or released without your permission. Your information remains confidential until and
unless you are ready to it.
You retain control. You approve the match.
Best of all, there is no charge to be matched to
a qualified Financial Professional.
Ready to get started?
Who is behind The Montoya Registry?
In two words:
Peter Montoya - a leader in the Financial Industry who has personally coached thousands of Financial Advisors. Throughout
his nearly 15 years working with Financial Professionals, Peter has come to realize two things …
1) The level of knowledge
and experience can vary greatly from on Advisor to the next.
2) The vast majority of Americans aren’t aware of this, and/or
aren’t sure what to look for.
Along with his seasoned team of industry coaches and specialists, Peter developed the Montoya
Registry as a way to pre-screen, verify a distinguished level of knowledge, service and experience, and put clients in touch
with the qualified Financial Professionals best suited to help them work toward their goals.