MONTEREY WEALTH

Monterey Wealth was founded by Jay Cohen in March 2004. The firm's philosophy is deeply committed to providing advice that is in the best interest of our clients with fee structures that are completely transparent. Due to the growth of Monterey Wealth, David Duncan joined the firm as a partner in March of 2018. Jay and David are both CERTIFIED FINANCIAL PLANNERS™ and are proud to have recently established Monterey Wealth as a Registered Investment Advisor... Monterey Wealth is a partnership of advisors with a combined 20 plus years of experience with financial planning. We are registered investment advisory firm. Registered with the SEC, and we custody our private clients assets at TD Ameritrade (soon to be Schwab)... With over 19 years of individual wealth planning and 401(k) consulting experience, we invite you to explore how Monterey Wealth can help you develop a custom plan for your unique situation.

Primary location: Atlanta United States