Surfside Funding

At Montagna & Associates, Inc., we know how important it is for clients to know that their financial situation is in experienced and capable hands. Our team features a strong dynamic with our principal professionals: Gregory M. Montagna, CPA, CFP; John R. Adjutant, CPA; and Jeri McLeod, CMA. Our leaders are supported by talented staff members with a passion for delivering exceptional service. Providing personalized service is at the heart of our business. Every client who comes on board with us can expect to have dedicated attention from one of our capable staff members, with no risk of their case changing hands due to staff turnover.

Ward Aguilar Financial Inc is a Newport Beach-based financial advisory firm that specializes in delivering personalized, solution-oriented wealth management strategies. With a team of experienced professionals, they focus on addressing the unique financial needs of clients through comprehensive planning, investment management, and tailored risk management services. The firm is committed to fostering long-lasting relationships while guiding clients towards financial independence and empowerment. Their mission is supported by a proven track record and ongoing financial education, ensuring clients can make informed decisions to achieve their specific financial goals. Generated from the website