Edward Montagna

Edward Montagna

President of Northern Division
of Oceanfront Financial LLC

 

“My job as a Private Wealth Advisor, registered through Sorrento Pacific Financial, is to not only help you increase your investment returns, but to help you better the quality of your life.  I use my experience and education to craft a personalized investment strategy for each client,” notes Edward Montagna of Oceanfront Financial.

 

“Helping customers with their financial needs is in my family’s DNA.  My father spent over 45 years as a stockbroker and my daughters are helping others with their financial futures as executive recruiters.”

 

As a CPA with an accounting and finance background, along with financial services industry experience going back several decades, Edward Montagna is uniquely qualified to advise on how each customer can effectively grow, protect, and eventually, transfer wealth in a tax-efficient manner.

 

Email Edward.Montagna@mybd.com to schedule your complimentary, no-obligation appointment to discuss your personal financial needs, including:

 

  • 401(k) and 403b Rollovers

  • Retirement Income Plans

  • Mutual Funds and 529 College Savings Plans

  • Tax-Deferred and Tax-Advantaged Accounts

  • Advisory and Brokerage

  • Life and Long-Term Care Insurance Solutions

  • Estate Planning

  • Conservative FDIC Insured Products

 

Edward uses a four-step process for new client evaluations, including:

 

ASSESSMENT:

  • Listening to, and understanding, your family’s unique wealth management needs.

  • Learning ‘what keeps you up at night?’

  • Reviewing, in comprehensive detail, your current investments, savings, income sources/needs, household expenses and insurance coverages.

  • Discussing your future goals and dreams – ‘how will the money you earn be used to make you happy or fulfilled?’

 

 

PLANNING:

  • Using the assessment results, Edward designs a personalized investment strategy to get you on track to meet your family’s short- and long-term goals.

  • Helping you understand the risks and trade-offs of the various investment options, and based on this, agreeing on an asset allocation.

     

     

    MANAGEMENT:

  • Constructing a personalized portfolio, complete with risk management controls and systematic rebalancing.

  • Planning to help you keep more of what you make, utilizing both tax-managed and tax-deferred accounts.

  • Reporting on your progress with easy to understand, consolidated online or paper statements.

     

     

    TEAM APPROACH:

  • Coordinating directly with your tax and legal professionals, other financial advisors and outside investment holdings, provides a better sense of your family’s overall financial plan – and the actions necessary to better-contribute to its’ success.

  • Oceanfront Financial’s team of professionals are here to help and support you.Edward looks forward to having you and your family become Oceanfront Financial customers.

     

     

    Oceanfront Financial LLC                                               Oceanfront Financial LLC

    445 Brick Boulevard, Suite 105                                       5301 Atlantic Avenue

    Brick, NJ  08723                                                              Ventnor City, NJ  08406

    Phone 732-243-0001                                                       Phone 732-580-9135

    Fax 732-243-0002                                                            Fax 732-243-0002

     

    Website:  www.oceanfrontfinancial.com  

     

Phone (732)-243-0001
Fax (732)-243-0002
Mobile Phone (732)-580-9135