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Alec Montoya,
CFP®

Wealth Advisor

Alec began his financial services career in 2014 and joined Mercer Advisors in 2017. He graduated from Colorado State University with a Bachelor of Science degree in Finance. He holds the FINRA Series 66 License and is a CERTIFIED FINANCIAL PLANNER™ professional. Alec is actively enrolled in the Yale School of Management program, Wealth Management Theory & Practice, which is the prerequisite for the Certified Private Wealth Advisor® designation. Alec specializes in creating strategies for business owners, planning for highly compensated professionals, and structuring tax strategies for clients in retirement. Alec enjoys spending time with his wife and their toddler son.

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